Generational wealth is more than a buzz word. While young Black professionals build a life that feels aligned with them, it ...

The idea of the American Dream has motivated people in this country for generations, but with each passing generation, that dream becomes further out of reach. While income is increasing ...

Though a generational wealth transfer is well underway, not every young person is fortunate enough to have a fat inheritance coming their way or a fat trust to help cover the monthly bills.

That's especially true for those who feel passionate about creating generational wealth. Here’s why hedged a bit on 529 plans before, and what changed to make me see these as more attractive ...

The goal behind amassing generational wealth is to take care of your children and grandchildren. Having an estate plan – including a will and powers of attorney – ensures that your assets will ...

Millennials and Generation Xers want to transfer wealth to the next generation during their lifetime, the survey found. Baby boomers prefer to wait until they are dead. More specifically ...

Elevation Point, an investment firm launched last year by former Sanctuary Wealth CEO Jim Dickson ... and their next-gen leadership and multi-generational team position the firm well to serve ...

PARENTS who withhold knowledge about managing assets are inadvertently preventing the next generation from maintaining any wealth they acquire. This issue was a key focus during a panel discussion ...

Elevation Point is a growth-oriented wealth management firm ... and their next-gen leadership and multi-generational team position the firm well to serve clients for decades to come," said ...

Their focus on tailored, forward-thinking strategies aligns with our vision, and their next-gen leadership and multi-generational ... and head of wealth management at Elevation Point.