Grant Cardone, a renowned entrepreneur and motivational speaker, claims that 70% of wealthy families lose their wealth by the second generation, attributing this loss to the fact that wealth is “never ...

As global wealth continues to transfer from one generation to the next, family offices face rising complexity in balancing tradition with innovation, professional expertise with family values, and ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. For high-net-worth families, wealth often transcends mere ...

For high-net-worth families, wealth often transcends mere financial capital — it becomes a legacy that spans generations. It’s important to prepare the next generation to not only preserve their ...

Generational wealth often disappears due to a lack of investment experience and strategy. Diversified, right-sized private capital investments can drive long-term family wealth. Patience and ...

Owning more than you owe is the initial step toward achieving financial security. As your net worth escalates, so does your wealth. On an individual level, you have considerable control over your ...

Over the next two decades, the role of the wealth advisor will undergo a significant transformation, and I’m not talking about artificial intelligence. I’m talking about how we advise clients and how ...

The study also revealed that Baby Boomers are 5.2 times wealthier than millennials, due to owning the largest slice of real ...

The ultra-rich are changing. Millennials and Gen Z are rising fast, reshaping spending, industries, and global wealth ...

Half of Gen X regrets focusing on wealth-building over asset protection. Here’s what they can do to fix their retirement ...

Are assets that are passed on to the next generation, like houses, businesses, and investments, staying in your community?

Wealth managers need talent more than ever and Gen Z members need jobs. Here's what it takes to bring the two parties ...