Family Governance is the operating system of a family. It is not about adhering to rules for the sake of rules, but about ...

As baby boomers head deeper into retirement, financial experts say we are on the verge of a “great wealth transfer.” By 2048, approximately $105 trillion in assets will be transferred to heirs as the ...

The term “generational wealth” gets thrown around a lot these days, but what does it actually mean? And more importantly, how can regular Americans start building it? Read Next: The No. 1 Way ...

A new paper outlines the three factors driving the generational wealth divide. Here’s how some baby boomers keep getting richer. The wealth of people now 75 years and over has outpaced all other ...

Generational wealth — the various financial assets that are passed down through families to children, grandchildren and beyond — can come with pretty hefty tax burdens for heirs. Estate planning is ...

When ChatGPT was asked to define generational wealth, it explained it as “assets and financial resources that are passed down from one generation to the next, providing ongoing financial stability and ...