Want to build lasting wealth? These 5 strategies used by wealthy families can help secure your financial future for generations.

Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, sits down with Ethan Lenz, partner and former chair of our Insurance practice, for a 10-minute ...

For individuals preparing to exit highly appreciated assets, a CRT-ILIT plan can convert a taxable sale into a powerful legacy strategy.

The statistics are sobering. Studies show that 70% of wealthy families lose their wealth by the second generation, and 90% have depleted it by the third. Despite decades of hard work building ...

Wealth isn’t always as cut and dry as it seems. Between private businesses, investment properties, or rare collections, not all wealth is ready to cash out at the drop of a hat. Whether it’s estate ...

Because families are dynamic, insurance solutions must be able to accommodate shifts across borders, regulations and roles ...

Estate planning is important for everyone who wants to protect their assets and ensure that their loved ones are taken care of after they pass on. More so for high-net-worth individuals whose estates ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. A Reddit user is retired and fed up with the health ...

Acres Insurance Brokers has launched a new private client and high net worth division as part of its plan to double in size ...

You’ve undoubtedly heard the expression, “It takes money to make money,” and this idea rings true for many high-net-worth individuals (HNWIs), as well as their ...