An estimated $84 trillion could change hands over the next few decades. As the baby boomer generation ages, they will pass savings and assets on to their children, grandchildren and charitable ...

Andrew Pitcairn, family council chair and director at Pitcairn, says long-term planning and family governance are key to sustaining multi-generational wealth. “Governance is really just a fancy way of ...

Cardone started the clip by mentioning that Walmart (NYSE:WMT) founder Sam Walton still has five children who are on the billionaires list. His children are still on that list because Walton built the ...

High-net-worth families rarely rely on luck. They follow a repeatable playbook that blends early financial education, ...

And Families Are Still Not Ready Over the next two decades, the world will experience the largest intergenerational wealth ...

Rothschild Wealth Partners, an independent wealth management firm serving affluent families and business owners nationwide, today announced that Bret Petersen has joined the firm as Managing Director ...

Wilmington Trust is pleased to announce the hiring of Gina Wilson as a new Wealth Advisor in its Bridgeport office. In her ...

Roth conversions offer a strategic solution for retirees to reduce taxes, maximize retirement income, and leave a legacy of tax-free wealth for heirs. Los Angeles, California, United States, November ...

To be clear, not everyone is a member of the Rockefeller or Vanderbilt families. For that matter, the Gates and Zuckerberg clans have limited membership as well. And these obvious facts make it all ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Many people know to spend extensive time and energy ...

Sentinel Trust Company, LBA, an independent wealth management firm and multi-family office, today announced the promotions of David L. Zahn, CPA, CFP® to Managing Director, Director of Client Service, ...