A family trust is a vital tool for estate and succession planning, offering flexibility, asset protection, and tax benefits.

The trend reflects a shift towards smaller bets, though larger investments still dominate. Experts warn that small cheques ...

The Thomson family helms the vast Thomson-Reuters media empire, which employs over 25,000 people across the world, has a net ...

Governor-elect Bob Ferguson's budget proposal diverges from the spending increases proposed by outgoing Gov. Jay Inslee.

Security is becoming a central consideration in structuring everything from family offices to succession plans.

Pennsylvania ranked top-3 in the nation for best place to raise a family this year, but critics say the report, like so many, ...

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

Saudi Arabia has forced a Florida retiree to try to renounce his American citizenship after jailing him over social media ...

Many advisors turn to the 4% rule as a guideline. Developed by a financial advisor in the 1990s, this rule suggests that ...

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

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