The handover of generational wealth presents challenges and opportunities for financial advisors. A new UBS report has advice ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. For high-net-worth families, wealth often transcends mere ...

The generation-skipping trust (GST) is a great tool in many cases for grandparents to transfer wealth to their grandkids.

In practice, families tend to involve heirs early, inviting them into discussions, assigning smaller investment roles, or exposing them to governance structures; well before owner ...

Some inheritances arrive as checks in the mail. Others come with the weight of one generation’s dreams and fears. Over the next two decades, an estimated $84 trillion will change hands in the United ...

Wednesday, October 1, 2025 — The Asia Society Policy Institute’s Center for China Analysis (CCA) has published “Fuerdai: China’s Second Generation of Wealth and Power” by John Osburg, Fellow on ...

Building wealth is a lifelong endeavor, but it can look different at different stages. From Baby Boomers nearing retirement to Gen Z just entering the workforce, each cohort faces unique financial ...

Across generations, certain industries once offered a clear path to wealth—until they stopped delivering the same financial ...

Clients are looking to advisors for help in ensuring their heirs are responsible and independent, experts say.

A structural change is happening in the private business sector. Although it was subtle at first, it is now gaining rapid momentum as founders prepare to exit the companies they've dedicated their ...