ROCHESTER, N.Y. — As the “great wealth transfer” — a decades-long shift expected to move $84 to $124 trillion from baby boomers to heirs and charities — gains momentum, financial advisory firms are ...

An estimated $124 trillion will transfer between generations over the next 25 years, representing the largest wealth shift in ...

Advisory platform helps integrate real estate into institutional-grade wealth management frameworks for high-net-worth ...

Mark Masliah is a wealth management advisor at Northwestern Mutual where he specializes in asset accumulation and holistic ...

In well-run enterprises, succession is part of strategic planning because leadership transitions are predictable, even if ...

Brian Chang is a senior wealth advisor at Kayne Anderson Rudnick Wealth Advisors, where he has spent four years building a ...

One of the most effective, and often overlooked, answers is philanthropy. When structured intentionally, philanthropy can become a low-risk, high-impact training ground for multigenerational ...

Multi-generational planning allows families to address financial challenges collaboratively rather than reactively.

To be clear, not everyone is a member of the Rockefeller or Vanderbilt families. For that matter, the Gates and Zuckerberg clans have limited membership as well. And these obvious facts make it all ...

When a family walks through the door of a high-end estate law firm, the conversation that unfolds in the first few minutes ...