Estate planning is not just about distributing assets—it is about protecting your legacy and ensuring your wealth benefits future generations in a meaningful and responsible way. One of the most ...

An estimated $124 trillion will transfer between generations over the next 25 years, representing the largest wealth shift in American history. 1 Yet building wealth is only half the challenge, as ...

Families who use a multigenerational family trust plan will have a clearer picture for the future if their design starts with the end in mind. Each family should examine their current family ...

Thierry Brunel is the Chief Investment Strategist at Matter Family Office, advising families and institutions on long-term wealth strategy. Among the ultra-wealthy, wealth transfer is no longer an ...

Families seeking to protect and preserve multi-generational wealth face a complex combination of legal, economic and cultural challenges. Evan Paul, Managing Partner of Paul Advisory and Legal Group, ...

An estimated $84 trillion could change hands over the next few decades. As the baby boomer generation ages, they will pass savings and assets on to their children, grandchildren and charitable ...

ROCHESTER, N.Y. — As the “great wealth transfer” — a decades-long shift expected to move $84 to $124 trillion from baby boomers to heirs and charities — gains momentum, financial advisory firms are ...