Engelhorn, now 32, is one of many beneficiaries of what has become known as the Great Wealth Transfer. Over the next 20 years ...

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

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

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.

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 ...

What are UHNW clients’ biggest priorities and concerns, and how do you see that changing?

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

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

Ultimately, black tax does not have to be a financial burden. With the strategies in this article, you should succeed at ...

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