Distributing or delaying your family wealth depends entirely on your family situation. Revocable trusts help you avoid ...

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

Alternative assets, like private equity, real estate, and fine are can help families preserve wealth, express values, and ...

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

Most people have not been trained in money management. Most of the financial opinions we have are based on myths — learn them ...

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

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

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

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

Savings and investing startup Acorns has acquired EarlyBird, a family wealth and digital memory platform for children.

Amid geopolitical tensions and economic uncertainty, family offices are shifting strategies, latest UBS Global Family Office ...