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 ...

Thierry Brunel is the Chief Investment Strategist at Matter Family Office, advising families and institutions on long-term wealth strategy.

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 ...

Reuters, the news and media division of Thomson Reuters, is the world’s largest multimedia news provider, reaching billions ...

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.

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