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

Once you retire is the prime time to ensure you leave a meaningful legacy, personally and financially. This financial planner ...

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

There is a rising wave of liberation among people of African descent around the world. From the streets of Burkina Faso’s ...

Christina Lewis launched Beatrice Advisors in 2024 to bring high-touch financial services to women, Black families, and first ...

Legacy Financial Partners, a private wealth advisory practice of Ameriprise Financial Services LLC, was recognized as one of ...

Indian industrialists and family offices are investing in luxury real estate. They see it as a way to preserve wealth and ...

Growing up wealthy isn’t always easy. Discover the hidden emotional struggles behind privilege, legacy, and living up to a ...

In this fifth part of our generational wealth series, we explore how different generations think about family, money, and ...

A financial professional explores the innovations that have reshaped our lives over the years — and what the next revolution, ...

Warren Buffett’s will offers more than wealth transfer—it’s a masterclass in values, communication, and legacy. In his candid ...