In well-run enterprises, succession is part of strategic planning because leadership transitions are predictable, even if ...

ROCHESTER, N.Y. — As the “great wealth transfer” — a decades-long shift expected to move $84 to $124 trillion from baby boomers to heirs and charities — gains momentum, financial advisory firms are ...

Thierry Brunel is the Chief Investment Strategist at Matter Family Office, advising families and institutions on long-term wealth strategy. Among the ultra-wealthy, wealth transfer is no longer an ...

Advisors guide families through $84 trillion transfer using trusts, charitable strategies and heir education for lasting ...

Planning towards financial stability in the long term becomes very crucial as the family expands and the financial needs ...

One of the most effective, and often overlooked, answers is philanthropy. When structured intentionally, philanthropy can become a low-risk, high-impact training ground for multigenerational ...

To be clear, not everyone is a member of the Rockefeller or Vanderbilt families. For that matter, the Gates and Zuckerberg clans have limited membership as well. And these obvious facts make it all ...

Experts have called on African business leaders and families to undertake proactive succession planning and strong legacy preservation in order to secure the continent’s economic future. At the ...

Garrett Caplin has spent the past decade moving between two worlds that don't speak to each other as candidly as they should: the advisory seat, where wealth is protected, and the operator’s seat, ...

Shaun Hauser is the founder and CEO of Wellington-Altus Financial, the parent company of Wellington-Altus Private Counsel, Wellington-Altus USA, Wellington-Altus Insurance, Wellington-Altus Group ...