Help your heirs benefit from your success by building a strong financial foundation that includes an estate plan and maximizes tax savings.

Many people mistakenly think generational wealth is something only the ultra-wealthy can build. You know, the kind of people ...

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 ...

When you imagine the wealthiest people you know — whether in real life or on the covers of magazines — you know that hard work or good luck (or a combination of both) likely played a role in building ...

Buffett; Abel’s shift plus $382B cash could fuel deals. Click for this updated look at BRK.B stock and why I'm upgrading it.

Black entrepreneurs and franchise leaders gathered at the Reginald F. Lewis Museum in Baltimore on Sept. 27 to explore how ownership and franchising can create generational wealth. Now in its 11th ...

When people think about leaving a legacy, they often think of the inheritance they will leave behind. Yet, as Brian Weiner, founder and CEO of the Family Office Resource Group pointed out, there’s ...

The Taylors, a family of four, learn about estate planning and generational wealth transfer. After an unexpected loss in the family, the Taylors turn to the Money Mentors to take control of their ...

The generational wealth transfer taking place across North America is prompting an increase in the amount of capital being allocated to the private markets, a new survey shows. Younger generations ...

Generational wealth is wealth that gets transferred from one generation of a family to the next. It may consist of valuable assets such as cash, real estate, securities, collectibles like antique ...