As the influence of family offices continues to grow and new opportunities arise, other investors may be wondering when it ...

By fostering open dialogue, planning for the long term and empowering the next generation, families can ensure that their ...

The key word in generational wealth is the first: generational. For that to happen, your children or other recipients have to ...

In the world of wealth management and generational wealth transfer, legal and financial complexity should be managed by skilled professionals.

"The only way that I would describe it is essentially financial planning on steroids," says Brunel, who works at Matter ...

Christian Haigh co-founded Compound Planning to target rich, next-generation clients, and to address what he views as archaic ...

Artificial intelligence will bring major upheaval to wealth management, a Microsoft executive said, as the technology's ...

In The Legal's Wealth Management, Trusts and Estates and Family Law special section, read about special needs trusts, ...

The rise of family offices in India marks a significant evolution in wealth management, offering families a sophisticated ...

Munish Randev, Founder and CEO of Mumbai-based Cervin Family Office, embodies the evolution of wealth management in India, ...