For many high-net-worth families, one of the most pressing concerns isn’t how to preserve wealth — it’s how to pass it on without eroding the values that helped to build it in the first place. Parents ...

For high-net-worth families, wealth often transcends mere financial capital—it becomes a legacy, a family heritage that spans generations. Preparing your family to be responsible wealth stewards and ...

If you had a million dollars, how would you spend it? Some would sequester it away in savings, while others wouldn't hesitate to spend it all on things they want. The real question, however, is ...

The Great Wealth Transfer's begun, but are heirs ready to receive it? Tips on how to prepare for new responsibilities.