The decision between a family office and a wealth management firm ultimately comes down to your needs, goals and resources.

The reason for this might be poor communication between family members or a lack of financial savvy among younger members, ...

Founders are scared their kids are too lazy or lack the skills to take over their businesses, so they're trying to get them ...

Latino economic condition improving yet their wealth gap persists, and will widen due to largest ever intergenerational ...

Dear Pay Dirt, I’m a financially comfortable but lonely widow in my late sixties. My son and only child, “Christopher,” has ...

Leadership education is a cornerstone of UHNW families aiming to achieve successful intergenerational transitions.

Discover top wealth preservation vehicles for Ultra HNIs, including family trusts, private equity, and real estate, ensuring ...

Strategic partnership aims to enhance global awareness of the Family Office sector and expand the summit’s reach ...

Robert Weiss becomes head of Key Family Wealth with a focus on collaboration across the firm to grow its ultra-high-net-worth ...

Baby boomers are sitting on an estimated half of total U.S. home equity, and most plan to keep it within their family after ...

KeyCorp has announced the appointment of Robert Weiss as the new head of its Key Family Wealth business In this role, Weiss — ...