It is the place where the future of wealth and power begins. The number of UHNW families is increasing rapidly. According to Altrata, there are nearly 200,000 UHNW families in the U.S., which is a 20.

The best advisor-client relationships are built on human connection, not cash flow projections, writes this Barron’s Hall of ...

High net worth individuals, business leaders and professionals face significant financial losses or even legal action from ...

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 ...

If you’re heading out on a family road trip, I’m sure you’re like me and make sure your car is roadworthy, the gas tank is full, and your luggage is securely packed. Most importantly, you know where ...

Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take control of your financial future Written By Written by Staff Senior Editor, ...

We analyzed advisor credentials, portfolio options, fees and customer support at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best ...