Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the accounting, audit, and tax profession for more than 13 years, working with individuals and a ...

George Nichols III, currently the 10th President and CEO of The American College of Financial Services, has thought a lot about the meaning of wealth during his impressive career. In addition to ...

Ultra-wealthy families establish single-family offices for several reasons. Topping the list is greater control over their financial and personal lives. Because of the level of control and the ability ...

Financial advisors can help clients "give themselves permission to place proper importance on their wealth accumulation," planner Preston Cherry said. "When it's attached to a purpose, then it has a ...

As someone who has worked closely with family offices over the years, as well as being part of one, I’ve seen firsthand the value they can bring to high-net-worth families and individuals. Whether ...

To be clear, not everyone is a member of the Rockefeller or Vanderbilt families. For that matter, the Gates and Zuckerberg clans have limited membership as well. And these obvious facts make it all ...

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