Wealth is not indestructible. With stewardship and independence, the next generation can preserve legacy while forging their ...

Nedra Agnew’s eclectic career path—from public health and foreign service to wealth management—now powers a diverse practice ...

Statistics reveal that 70% of wealthy families lose their wealth by the second generation, and 90% have exhausted it by the ...

CA Nitin Kaushik, in his latest tweet, extensively discussed about this generational wealth, that sits quietly on a family's ...

Morgan Stanley’s equity strategist says an “unprecedented” amount of wealth is about to change hands as baby boomers reach ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Some inheritances arrive as checks in the mail. Others come with the weight of one ...

Estate planning alone doesn't secure a legacy – intentional conversations, shared values and stewardship across generations ...

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 ...

For families planning to hand over wealth directly to the third generation, the grandchildren’s tax residency is important ...

In the Next Generation Advisers interview series, chief reporter Isabel Baxter introduces the next generation of advisers and ...

Rachel Reeves has previously ruled out a wealth tax – but young people have urged her to change her mind or lose the youth ...