Boomers hold $85 trillion in U.S. wealth. If it were evenly distributed, how much would Gen X, millennials and Gen Z get? Here’s the math behind the idea.

Generation-skipping trusts (GSTs) are powerful tools for transferring wealth.

As trillions of dollars move from parents to their children, many advisors are quietly losing the next generation ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. For high-net-worth families, wealth often transcends mere ...

Building wealth is a lifelong endeavor, but it can look different at different stages. From Baby Boomers nearing retirement to Gen Z just entering the workforce, each cohort faces unique financial ...

The Boomer generation is now deep into retirement… but continues to hold the most wealth in the U.S. Baby Boomers, or people ...

As younger generations struggle to buy their first homes, boomers are accumulating wealth and tightening their grip on assets that millennials and Gen Z need to get richer. The older generation’s ...

Some inheritances arrive as checks in the mail. Others come with the weight of one generation’s dreams and fears. Over the next two decades, an estimated $84 trillion will change hands in the United ...

Bernstein Private Wealth Management's James Thompson says first-generation wealth creators are pushing advisors to move beyond investment performances. Black entrepreneurship is generating significant ...

A structural change is happening in the private business sector. Although it was subtle at first, it is now gaining rapid momentum as founders prepare to exit the companies they've dedicated their ...

I coach elite business owners for a living, and I’ve seen one truth play ...