New findings from Cogent Syndicated reveal inheritors' growing preference for integrated advice as average anticipated ...

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 ...

Two recent studies highlight the challenges advisors face in keeping generational wealth at their firm and offer potential solutions.

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, ...

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 ...

Wealthy inheritors in their later 20s, 30s, and 40s are establishing and running their own alternative investment funds. According Angelo Robles, founder and CEO of the Family Office Association, “A ...