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.

Historically, Americans been reluctant to discuss finances and wealth among families, but a new study found that those ...

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 ...

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

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

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