Once you retire is the prime time to ensure you leave a meaningful legacy, personally and financially. This financial planner ...

Intimate types of advisory relationships used to be exclusive to high-net-worth individuals and family offices, but they are ...

Fact checked by Michael Rosenston Do you trust that your heirs are prepared for a lump sum all at once? Or would a slow drop ...

Raj Bhatia, private wealth advisor with Merrill Private Wealth Management, describes how bringing a family member on board ...

The majority of family offices surveyed by UBS have an estate plan in place.

For ultra-high-net-worth individuals (UHNWIs) whose estates far exceed the 2025 federal lifetime exemption of $13.99 million per person, the ...

Wealth management isn’t what it used to be. For high-net-worth individuals and families, managing money isn’t about checking ...

SINGAPORE] Legacy planning often uses financial and legal instruments to make instructions for the distribution of assets to ...

A global survey on succession and estate planning showed that more than seven in ten high-net-worth respondents said they ...

Canadians now have more opportunities to incorporate their values into their estate plan, says Mr. Kanji, including planning ...

The Wealth Creator Premier plan offers a powerful combination—the protection of high insurance coverage for assets, business ...