Building a lasting family philosophy focused on wealth management that embodies your family’s legacy is both practical and ...

For many family offices, the bulk of services they provide takes a backseat to one specific goal: preserving wealth for their ...

Family wealth planning can be incredibly complex and stress-inducing, so it's no surprise that many wealthy families either continuously delay the process or struggle to know where to start.

In the intricate world of wealth management, the focus has often been on accumulating and preserving financial assets. However, Michelle Brennan-Hall, a seasoned wealth advisor with over 30 years ...

Too often, a family business or wealth gets handed down but the financial management skills haven’t been taught. The fourth step is to be fully transparent.

Recently, I spoke with Jim Dew, CEO of Dew Wealth Management, about the benefits of a virtual family office for entrepreneurs. I was extremely impressed by how having the right team and structure ...

More sophisticated advisors can also partner with owners on wealth planning, next generation education, trust services, philanthropy, direct investing and creating a family office.

Therefore, when you create and contribute to a 529 plan for your child, you retain the flexibility to later transfer it to a grandchild, thereby optimizing family wealth across generations.

1900 Wealth Management has launched a new division serving high net worth families with more than $100 million in assets.

NEW YORK, Nov. 21, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Miller Family Wealth Management at Steward Partners ...

Dublin, July 04, 2025 (GLOBE NEWSWIRE) -- The "Family Office & Wealth Management Course" training has been added to ResearchAndMarkets.com's offering. This practical family office training for ...