A summary of all your assets and liabilities is a crucial first step toward getting a better handle on your finances. Before you start putting together a net worth spreadsheet, gather as much ...

Discover how to assess and optimize your finances with the elements of a high-net-worth financial snapshot.

From investment strategies to tax and estate planning, high-net-worth individuals face unique financial priorities—here’s how their wealth needs differ from the average investor’s Written By Written ...

Daniel Liberto is a journalist with over 10 years of experience working with publications such as the Financial Times, The Independent, and Investors Chronicle. Klaus Vedfelt / Getty Images Net worth ...