What's the magic number for generational wealth? Is it $1 million? $10 million? More? The truth is, there isn't a one-size-fits-all answer. Wealth means different things to different people ...

But you don’t have to wait that long. “Parents should begin preparing for a future wealth transfer as soon as possible,” said Family Office Resource Group founder Brian Weiner. Kevin Reed ...

Generational wealth — the various financial assets that are passed down through families to children, grandchildren and beyond — can come with pretty hefty tax burdens for heirs. Estate ...

This habit alone is a major roadblock on their path to generational wealth. But it doesn’t stop there. The psychological impact is just as severe. This constant state of financial stress means ...

A seasoned estate planner, working with valuation experts, CPAs and fiduciaries, can ensure that downturns become defining moments in the family's generational wealth strategy—not missed ...

Despite all that generational wealth coming their way, nearly a third of Gen Z "feel they are behind where their parents were at the same age," BofA research said. They are also spending more on ...

Older millennials, or younger ones who feel they need to put off saving, may be wondering: Is 40 too old to build generational wealth? Starting a wealth-building journey after 40 can seem like a ...

Generational wealth — the various financial assets that are passed down through families to children, grandchildren and beyond — can come with pretty hefty tax burdens for heirs. Estate planning is ...

Gen Z is about to become the richest generation alive, according to new research by the Bank of America Institute. "Between significant wealth and increased spending levels over the next 10 years ...