Tax advisors can play a significant role in alerting clients to the availability of various options and strategies for an ...

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 ...

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

Building wealth is one thing — maintaining it is another. For high-net-worth individuals (HNWIs), financial success isn’t just about how much money you’ve accumulated; it’s about how strategically you ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Senator Chuck Grassley, a Republican from Iowa, departs following a vote at ...

Financial advisers have a significant opportunity to serve high-net-worth clients by elevating their capabilities, delivering ...

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 ...

Working with high net worth individuals is one of the most reliable ways for financial advisors to elevate their practice. But how exactly can advisors stand out to these clients? New research ...