Founders are scared their kids are too lazy or lack the skills to take over their businesses, so they're trying to get them ...

"Shirtsleeves to shirtsleeves in three generations" is a popular adage used to describe an all-too-common arc of family ...

The decision between a family office and a wealth management firm ultimately comes down to your needs, goals and resources.

Leadership education is a cornerstone of UHNW families aiming to achieve successful intergenerational transitions.

Robert Weiss becomes head of Key Family Wealth with a focus on collaboration across the firm to grow its ultra-high-net-worth ...

Baby boomers are sitting on an estimated half of total U.S. home equity, and most plan to keep it within their family after ...

For most parents, the idea of discussing the family’s money and wealth with their children has long been seen as a taboo subject. In many ways, this taboo crosses socioeconomic boundaries.

A family trust is a vital tool for estate and succession planning, offering flexibility, asset protection, and tax benefits.

Just as the iPhone ushered in an era of mobile-first thinking, Web3 is bringing decentralized-first thinking to wealth ...

KeyCorp has announced the appointment of Robert Weiss as the new head of its Key Family Wealth business In this role, Weiss — ...

Many families may believe they don’t need to talk about the wealth transfer or even realize that they will be part of it. But it’s important to ensure there’s family alignment when ...