The decision between a family office and a wealth management firm ultimately comes down to your needs, goals and resources.

Engelhorn, now 32, is one of many beneficiaries of what has become known as the Great Wealth Transfer. Over the next 20 years ...

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

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

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

As families bring their advisors deeper into the complexities of their lives, the top advisors are responding with teams of ...

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

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

Discover top wealth preservation vehicles for Ultra HNIs, including family trusts, private equity, and real estate, ensuring ...

Robert Weiss becomes head of Key Family Wealth with a focus on collaboration across the firm to grow its ultra-high-net-worth ...

Baby boomers are sitting on an estimated half of total U.S. home equity, and most plan to keep it within their family after ...

"Shirtsleeves to shirtsleeves in three generations" is a popular adage used to describe an all-too-common arc of family ...