You’ve probably heard the numbers; about $68 trillion in U.S. wealth is expected to change hands from older generations to younger generations in the next 25 years. Unfortunately, much of that wealth won’t make it the 3rd generation, the grandchildren. Rarely is the issue that the financial advisor didn’t do a good job. Most of

According to one recent study, around 25 percent of American parents are planning to spend alltheir money in retirement, and not leave their children an inheritance. Interestingly enough, not leaving an inheritance seems to be somewhat of a trend among the ultra-high net worth these days. Investing guru Warren Buffet, tech titan Bill Gates and

High net worth couples tend to face several unique and specific issues during a divorce. Last month, I wrote about the divorce team you need for your high net worth divorce; this month, we’re talking about how to best protect your assets and preserve your wealth. Before we dive in, the first thing you need

Divorce is a complex process that affects just about every aspect of your life, from financial to emotional, physical to legal. For affluent couples with ultra-high net worth, the complexity is high, and the stakes are even higher. You will be making some of the most difficult and important financial decisions of your life during

2018 was a roller coaster ride for asset prices as market volatility not seen in 2017 burst onto the scene. The Federal Reserve tightened monetary policy, and U.S. economic fundamentals were strong. Fast forward to 2019, and while the Fed said it would be “patient” for now, there are already indications that economic growth and