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

Discover proven wealth-building strategies for a family, including real estate investment, savings techniques, and financial planning for a secure future.

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

Real estate has long been a favored asset class for investors and family offices. Its ability to generate income, preserve ...

The latest Family Office Quarterly 2025 report offers critical insights into the macroeconomic environment, investment ...

This lets families share details about where to find wills and trusts and other estate documents, about the key contacts the ...

Lee Baker, Lazetta Rainey Braxton and Dr. Preston Cherry offer actionable advice to grow wealth, set financial boundaries, achieve financial fluency and more.

The complex relationship between family obligations and financial wellness among first-born daughters in Black families ...

With trillions of dollars in assets passing to surviving spouses before next-gen heirs, advisors must expand their digital ...

One of the most powerful drivers of digital asset adoption in private wealth management is the next generation of UHNW ...

Bridging the generation gap and leveraging technology will be two overarching trends shaping wealth management in 2025.