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

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

This year has forced some quick thinking among wealthy investors as market volatility and economic uncertainty have rewritten ...

For UHNW families seeking integrated oversight, holistic planning is the key to ensuring that their legacy is not left to ...

The Global Family Report by UBS captures the views of 317 of their family office clients and offers the world a snapshot into ...

Trump-linked businesses have received over $2 billion in just the past month, according to a new report. The US president is ...

Based in Zurich, Virginie Josten is a Key Account Manager at SIP Medical Family Office, one of the world’s leading ...

An estate plan ensures that your money and property ... “These structures can centralize family wealth management, provide some asset protection, and offer opportunities for tax-advantaged ...

For high-net-worth individuals, a comprehensive estate plan is crucial. Explore dynasty trusts and other strategies.

A chief wealth strategist makes some suggestions about how to better position yourself financially while coping with economic ...

Check out these 5 simple money moves to build wealth, protect your family and simplify financial planning without added ...

Still working in your 60s and not planning to stop? Here’s how to stay financially ready for retirement when it’s not part of ...