A growing number of single-family offices are transitioning to the next generation. What happens to the professional and provider relationships when control of single-family offices changes hands ...

A recent study of inheritors found many who were introduced early on to their family's advisor went on to work with that advisor. The Nuveen Wealth Inheritor Research Study also offered some insights ...

Many ultra-wealthy inheritors are intensely committed to improving themselves and often the world. They are seriously dedicated to creating and enhancing business ventures wanting to leverage their ...

The numbers are truly staggering: In the U.S. alone, $70 trillion to $90 trillion is expected to change hands in the coming decades--transitioning from older investors to the members of Generation X, ...

Rob Howland explains why the Great Wealth Transfer will reward RIAs who listen, educate, and guide families through complexity - not those who simply chase more assets.

For many of ultra-wealthy inheritors (net worth = US$100 million or more), philanthropy isn’t an ancillary benefit of extreme wealth – it’s a defining characteristic. Research suggests they are not ...