As wealth becomes more complex and scrutiny increases, simplistic planning will continue to fail sophisticated families.

Add Yahoo as a preferred source to see more of our stories on Google. “Shirtsleeves to shirtsleeves in three generations” is a common phrase that describes the unwanted outcome of transitioning ...

Money has always been a powerful motivator in my life. Early in my career, I wanted to be rich primarily for my mom’s sake. I thought wealth would bring happiness and fulfillment. But as I began ...

For Mark Esslie, Partner and Managing Director of Iron Tree Financial, wealth management focuses on creating lasting experiences that remain with clients long after a meeting concludes. “We try to ...

While nearly all affluent Americans expect to pass down wealth to heirs either during or after their lifetime, only 50% said they are very prepared to do so and have a written plan in place, according ...

As someone who has worked closely with family offices over the years, as well as being part of one, I’ve seen firsthand the value they can bring to high-net-worth families and individuals. Whether ...

When it comes to family offices, it can seem easier to define them by the services they don't offer rather than try to pin down everything they do. That goal-oriented definition helps explain why the ...

Every Wednesday and Friday, TechNode’s Briefing newsletter delivers a roundup of the most important news in China tech, straight to your inbox. Sign up BEYOND Expo, Asia’s premier platform for ...