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 ...

Many early retirees aren't just lucky -- they're strategic. Learn the smart, lesser-known money moves that make early ...

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

Katten hosted Loyola University Chicago's Family Business Center for the "Family Business Through a Legal Lens" program.

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

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