Stoy Hall, CEO & Founder of Black Mammoth, stated, "the family office model focuses tremendously on the assets and legacy, ...

By fostering open dialogue, planning for the long term and empowering the next generation, families can ensure that their ...

Central Ohio has undergone a remarkable economic transformation. Columbus and its surrounding areas have attracted ...

Discover proven wealth-building strategies for a family, including real estate investment, savings techniques, and financial planning for a secure future.

Such is life working as a chief investment strategist at a family office, the folksy-sounding term that describes firms that ...

For accountants with clients with multiple entities, one of the biggest bottlenecks is in multi-entity consolidation, ...

From updating your will to planning for your children's care to addressing long-term care needs, make your family's needs a ...

One way to jumpstart your search for a financial adviser who specializes in retirement planning is to ask friends, family ...

Chief Operating Officer Dennis Moore is taking on the role of interim chief as the profession mourned the loss of a dedicated ...

Pierre teaches that estate planning is more than just deciding who gets what. Anyone can do that on the back of a napkin.

Lily Vittayarukskul (pictured above) was studying aerospace engineering when her aunt was diagnosed with terminal colon ...