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

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

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

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.

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 ...

Property destroyed by the Eaton Fire lie in ruin, while a pair of massive wildfires menacing Los Angeles from the east and ...

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 ...

Strategic partnership aims to enhance global awareness of the Family Office sector and expand the summit’s reach ...