Transferring ownership of a family business can be tricky. Our checklist of financial considerations for family business succession planning can help.
Affluent women face unique challenges compared to their male counterparts when it comes to preparing for their golden years.
Affluent investors tend to become increasingly influenced by their emotional biases, which can often lead them astray. Learn more about biased investing.
A trust can be an important and helpful estate planning tool. Learn more about the different types of trusts and which one might be best for you.
Being a child in a financially comfortable family certainly has benefits — but it comes with pressures too. Here are some ways to help your children find their own path.
When an elderly family member can no longer manage money due to mental illness, you may need to step in. Here's what to look out for.
Keeping the family farm in the family takes more than just a written will. A succession plan ensures not just the transfer of property but helps prepare your heirs to take on the job.
Life insurance can be an integral part of succession planning for a small or family-owned business.
First generation founders of successful businesses often ask: “Are we preparing the next generation in the right way, such that they are ready when we ‘pass the baton’ to them?”
Accumulating personal wealth affords a unique opportunity when it comes to doing good for others.
Developing a transition plan that outlines what will happen to your business when your retire or you die is crucial, particularly if you want to leave the business to your heirs.