"The family office landscape is evolving globally, influenced by the rise of next-generation wealth holders and a growing focus on sustainable wealth creation," Rajamohan Krishnan, Principal Founder ...

The so-called "Great Wealth Transfer" puts financial advisors are in a position to not only help clients transfer their assets to the next generation, but to also help the next generation manage those ...

For advisors, the opportunity lies in guiding families through these complexities with a proactive, structured approach.

Americana is making its first foray outside the Lone Star State, while Apella welcomes another partner in New England.

Private wealth management companies for the super-rich now manage trillions of dollars globally. Critics say they are open to ...

At the Hubbis Digital Dialogue on February 27, Zac Lucas, Partner at Spencer West, offered a clear-eyed perspective on the ...

Breaking Through Traditional Barriers The landscape of family wealth is changing rapidly. "Many next-gen women are stepping into leadership roles as wealth transitions," Sasha points out.