The term "generational wealth" typically brings to mind those ... you can create a lasting legacy. If you're like most Americans, you're a few years (or more) behind on your retirement savings.

The transfer of generational wealth stands as a looming challenge for the trust industry and family offices. The fundamental principles that have long underpinned successful family office ...

When people think about leaving a legacy, they often think of the inheritance they will leave behind. For high-net-worth ...

highlights a critical issue that Nicholas Charles (FCCA), founder of the legacy planning platform Danti, is determined to address. For Nicholas, generational wealth isn't just about taxes and ...

As a successful business owner, your business is likely your greatest financial asset—one that serves as both a source of future capital and a foundation for generational wealth to benefit your ...