13+ hour, 58+ min ago   (483+ words) For many families, it’s essential to provide some kind of a financial safety net to your children. But if you’re not careful, taxation could significantly erode the value of that wealth and even leave you open to hefty estate taxes....

4+ day, 1+ hour ago   (356+ words) During Heritage Month many South Africans think about what’s passed from one generation to the next – usually culture, traditions and family values. There is another inheritance that matters just as much: how families understand, manage and build wealth. Only 6% of…...

4+ day, 14+ hour ago   (508+ words) When German logistics billionaire Klaus-Michael Kühne died at 89, there were no children waiting to inherit one of Europe’s largest fortunes. There was barely an inheritance decision left to make. His estimated €42.2 billion fortune passed to the Kühne Foundation, the charitable…...

4+ day, 13+ hour ago   (612+ words) As the two- to three-decade transfer of up to $5.4 trillion in wealth from Australia’s Baby Boomers to younger generations starts to get underway, a warning has been issued for both sides to be wary of a silver spoon’s potential dangers....

4+ day, 11+ hour ago   (1711+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. The Great Wealth Transfer starts with a conversation. Here's how to prepare heirs, reduce future conflict and create a lasting legacy. Joseph…...

5+ day, 1+ hour ago   (793+ words) As the Great Wealth Transfer accelerates, Eric Becker of Cresset argues that financial advisors must help families transfer values alongside wealth As an estimated $84 trillion in assets changes hands across generations over the coming decades, the wealth management industry has…...