Engelhorn, now 32, is one of many beneficiaries of what has become known as the Great Wealth Transfer. Over the next 20 years ...

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

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

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

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

As families bring their advisors deeper into the complexities of their lives, the top advisors are responding with teams of ...

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

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

Homrich Berg, which has $18 billion of assets under management, has been in expansion mode in recent months — especially in ...

Dear Pay Dirt, I’m a financially comfortable but lonely widow in my late sixties. My son and only child, “Christopher,” has ...

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