Succession planning means forging a bond between generations ... Meanwhile, our more established leaders learned to embrace new digital tools—like AI-driven analytics—and leverage them ...

From addressing cultural sensitivities to navigating complex tax landscapes, family offices must adopt strategic approaches to ensure a seamless transition of wealth and legacy. Jordan Mimoun, ...

NewEdge Wealth, a division of wealth management firm NewEdge Capital Group, yesterday announced a new partnership with RISR, a financial advisory platform that caters to advisors who work with ...

Disputes over the last decade among prominent business families have only added to the urgency with which this matter is dealt. Prominent among them are the Kirloskars, Birla- Lodha, Kalyani and ...

Succession and estate planning are one of the most neglected aspects of wealth and legacy planning among high and ultra-high net worth individuals (HNIs and UHNIs) and families as it is presumed ...

With a shortage of housing in Colorado, development pressures and an aging population, land succession planning among farm and ranch families is now more important than ever.

Planning for your retirement is critical for ensuring stability and continued work with the client. Failure to plan for this change can result in client turmoil and power struggles among other ...

echoes that creating a legacy succession plan is a vital tool that empowers families to confront end-of-life planning head-on. By addressing this topic, we can alleviate some of the challenges ...