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

"Shirtsleeves to shirtsleeves in three generations" is a popular adage used to describe an all-too-common arc of family ...

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

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

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

But even if baby boomers plan to pass on housing wealth to their heirs, they might end up needing it themselves.

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 ...

As families bring their advisors deeper into the complexities of their lives, the top advisors are responding with teams of ...

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

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

Is it possible to transfer wealth across 2 or more generations? What is the impact of financial education and the wealth gap ...