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News

InvestmentNews
investmentnews.com > practice-management > why-the-biggest-risk-in-wealth-transfer-isnt-taxes-its-silence > 267556

Why the biggest risk in wealth transfer isn't taxes. It's silence

1+ mon, 2+ week ago   (698+ words) The Great Wealth Transfer is reshaping the financial advice industry, but Charles Massimo, Senior Vice President and Financial Advisor at Wealth Enhancement in New York, says advisors are focused on the wrong problem. Moving money efficiently, he argues, is the…...

InvestmentNews
investmentnews.com > practice-management > ultra-wealthy-families-turn-inward-as-geopolitical-anxiety-rises > 267022

Ultra-wealthy families turn inward as geopolitical anxiety rises

2+ mon, 3+ week ago   (313+ words) Ultra-high-net-worth families across the United States are responding to persistent geopolitical and economic turbulence by doubling down on the factors they can control – estate planning, tax strategy, succession, and next-generation education – while acknowledging near-paralysis on the threats they cannot. That's…...