A family trust is a vital tool for estate and succession planning, offering flexibility, asset protection, and tax benefits.

The trend reflects a shift towards smaller bets, though larger investments still dominate. Experts warn that small cheques ...

Homrich Berg, which has $18 billion of assets under management, has been in expansion mode in recent months — especially in ...

Governor-elect Bob Ferguson's budget proposal diverges from the spending increases proposed by outgoing Gov. Jay Inslee.

It’s the new year and many of us are thinking about resolutions to start 2025 off right. Maybe it’s to get on a better sleep ...

Security is becoming a central consideration in structuring everything from family offices to succession plans.

Founders are scared their kids are too lazy or lack the skills to take over their businesses, so they're trying to get them ...

Dear Pay Dirt, I’m a financially comfortable but lonely widow in my late sixties. My son and only child, “Christopher,” has ...

Many advisors turn to the 4% rule as a guideline. Developed by a financial advisor in the 1990s, this rule suggests that ...

Latino economic condition improving yet their wealth gap persists, and will widen due to largest ever intergenerational ...

Leadership education is a cornerstone of UHNW families aiming to achieve successful intergenerational transitions.