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 ...

Dreaming of retirement in a high-cost state? This guide provides strategies for maximizing your retirement income, minimizing ...

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 ...

Clients seek to ensure financial stability and satisfaction for those they care about. Understanding a client’s family dynamics and desire for what they wish for others that are important to them is ...

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, ...