An estate plan that covers everything from guardianship to digital assets and taxes — and is discussed openly — will give you and your family peace of mind.

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

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

Welcome to Dan has a plan, a finance podcast that goes beyond the balance sheet! I’m Daniel B. Smith, a Certified Financial Planner at UBS Wealth Management ... the topics that matter most to you and ...

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

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

Canadians now have more opportunities to incorporate their values into their estate plan, says Mr. Kanji, including planning philanthropic gifts during their lifetime and at their passing. A trusted ...

As changes to the inheritance tax landscape affect increasing numbers of families across the UK, understanding the evolving ...

Practical insights for young and old – for those passing on their wealth and those inheriting it – from PSG Wealth’s CIO ...