The Taylors, a family of four, learn about estate planning and generational wealth transfer. After an unexpected loss in the family, the Taylors turn to the Money Mentors to take control of their ...

High-net-worth families rarely rely on luck. They follow a repeatable playbook that blends early financial education, ...

Generational wealth refers to assets passed down from one generation to another, creating a financial foundation that can create significant financial opportunities for future generations. The ...

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 ...

America is in the midst of the greatest wealth transfer in history. Over the next decade, an estimated $80 to $100 trillion will pass from baby boomers to their children and grandchildren. But one ...

Family Governance is the operating system of a family. It is not about adhering to rules for the sake of rules, but about striking a balance between individuality and unity. Wealth can travel further ...

According to a recent survey by Credit Karma, 20% of Gen Z and 25% of millennials said they're doing or plan to do a “no buy” or “low buy” challenge because they are planning to grow their family. A ...