The family office sector is undergoing a profound shift as the "great wealth transfer" continues to reshape wealth management.

The approach to generational wealth management is evolving as families increasingly seek strategies that not only preserve ...

To seize the opportunity that digital wealth management presents, banks should first look for an engagement banking platform ...

November 2024 AFRs and 7520 Rate - The November 2024 Section 7520 rate for use with estate planning techniques such as CRTs, ...

Several new surveys highlight the increasing interest in family investment offices in private markets, such as PE and venture ...

The Wall Street giant is expanding its services in a quest for more assets and stable fee revenue.

This transformation is affecting younger generations, financial advisors and institutions, democratizing access to financial ...

Bringing the family together is an important overall benefit of estate planning. Having conversations with all involved about ...

Vivek Ramaswamy, co-founder of Strive Asset Management and supporter of Republican presidential nominee Donald J. Trump, is ...

In 2024, we are witnessing a significant trend of the world's affluent individuals relocating and restructuring their ...

One of Hong Kong’s biggest property agencies is ramping up its family office business by partnering with China’s No. 2 mutual ...

Sreepriya N S, Co-founder and Director of Entrust Family Office, shares her insights on the role family offices play in today ...