Pierre teaches that estate planning is more than just deciding who gets what. Anyone can do that on the back of a napkin.

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

While day-to-day expenses often take precedence, creating a financial foundation that supports future generations requires intentional planning and ... Generational wealth isn’t just about ...

On February 3, President Donald Trump signed an executive order directing the Treasury and Commerce secretaries to develop a plan for a U.S. sovereign wealth fund. Many Americans may be familiar ...

Stay ahead of shifting tax laws with advanced trust planning strategies. Learn how to structure trusts that preserve wealth and remain compliant in an evolving regulatory landscape. As the ...

On Monday, the Compensation Committee of the Board of Directors approved a restatement of the Stifel Financial Corp. Wealth Accumulation Plan (the “Plan”), which introduces modifications to ...

The Great Wealth Transfer is underway and will continue to have an impact on familial wealth over the next two decades. While awareness of this transfer may be high at this point, financial ...

Trump announced Monday in an executive order a plan to create a sovereign wealth fund, noting the U.K. had created one recently and that many states have had them for decades. Sovereign wealth funds ...

Involve family members. Plan events such as annual gatherings with beneficiaries, trustees or next-generation to foster client retention and build long-term wealth transfer strategies that honor ...

President Donald Trump signed an executive action he said would direct officials to create a sovereign wealth fund for the ... for North Dakota to announce a plan late last month to phase out ...

From navigating complex tax challenges to empowering the next generation, Mimoun offers invaluable insights into strategies for preserving wealth across generations. Success planning is emerging ...