According to a recent survey by Credit Karma, 20% of Gen Z and 25% of millennials said they're doing or plan to do a “no buy” or “low buy” challenge because they are planning to grow their family. A ...

Baby boomers still hold over half of the nation’s wealth, despite making up less than 20% of the US population.

As baby boomers head deeper into retirement, financial experts say we are on the verge of a “great wealth transfer.” By 2048, approximately $105 trillion in assets will be transferred to heirs as the ...

A quiet crisis inside the family office The modern family office looks more sophisticated than ever, yet many are sitting on a quiet crisis. Investment processes, reporting, and structures have ...

Family Governance is the operating system of a family. It is not about adhering to rules for the sake of rules, but about striking a balance between individuality and unity. Wealth can travel further ...

When ChatGPT was asked to define generational wealth, it explained it as “assets and financial resources that are passed down from one generation to the next, providing ongoing financial stability and ...

Baby Boomers now control over $85 trillion in wealth, more than half of the U.S. total. Explore the data and what this ...

Generational wealth refers to assets passed down from one generation to another, creating a financial foundation that can create significant financial opportunities for future generations. The ...

If you're a homeowner over age 62, you may be sitting on your biggest financial asset while struggling to pay your bills. With inflation squeezing those with fixed incomes and retirement savings ...

My mother never had substantial savings, investments or anything of value other than her house. It was her wish to pass on her only significant asset to her three kids: me, my brother and my sister.

Building generational wealth is a significant financial goal for many Black Americans, who have historically faced barriers to wealth accumulation. Investing, rather than just saving, is crucial for ...