The world is witnessing a remarkable transformation right now, with family offices emerging as potent engines of wealth ...

Learn about the tools, such as wills and trusts, that are fundamental in managing and distributing your assets.

For single-family offices, the mission often extends beyond simple wealth accumulation—it's about preserving and growing ...

Understand how to use real estate gifting, vacation home transfers, and education funding to leave a lasting legacy.

Learn how you can balance family, finances, and freedom in your golden years with these 10 tips, from establishing diverse ...

With the right strategies, you can turn today's income into tomorrow's lasting wealth. Here are three ways to start building ...

Create a lasting legacy that goes beyond finances. This article explores strategies for transferring both wealth and values.

While the story of assets in flux has gotten a lot of attention in the media, the nuances of the great wealth transfer aren’t often noticed. For instance, research compiled by Edward Jones suggests ...

Every day, you wake up thinking about ways to make your family’s lives better ... But for middle-class families aiming to build long-term wealth, having a budget in place that trims the fat ...

Each family should examine their current family objectives for multiple generations for income needs and family funding needs ...

Henn, founder and CEO of Harvest Financial Advisors, shares insights into embracing bold strategies for financial success ...

Many of these families implement strategies that enable them to use the wealth they currently have ... is tax-optimized and aligned with long-term family goals.” The team may also include ...