When clients die, their children are often left with the uncomfortable job of dealing with what they may see as just junk.

ACTEC highlights key estate planning concerns in new tax law affecting Trump Accounts, deductions and QSBS starting January ...

Sports Illustrated’s top-ranked player closes out his junior season with a fantastic performance. Plus, Auburn’s Eric Singleton Jr. takes a step back.

A massive wealth shift is happening as trillions pass from older generations to younger ones — and women are inheriting more ...

Wealth today moves faster than the industry built to serve it. Inflection Capital Management was founded to bring families the institutional framework shaped from decades of working alongside ...

Canada is experiencing the biggest wealth handoff in history. Baby boomers are passing down an estimated $1 trillion to their ...

The most significant generational wealth transfer in U.S. history is underway, with an estimated $120 trillion in assets ...

Women live longer than men, and wealth will transfer across spouses before it moves from baby boomers to the next generation.

A huge wealth shift is underway as trillions move from older generations to younger ones, with women now inheriting more ...

Over the next 25 years, nearly $124 trillion will change hands, and my two sons, both Gen Z, remind me daily that methods of ...

Giving teaches responsibility, empathy, and purpose across generations, making it a vital part of lasting family wealth. Here ...

A quiet crisis inside the family office The modern family office looks more sophisticated than ever, yet many are sitting on a quiet crisis. Investment processes, reporting, and structures have ...