Wealth & Family Office News
Real articles from named mainstream outlets. Every headline links to the original story at its source — nothing here is written by this site.
Keep, rent, gift or sell? Second-home tax creates ripple effects in planning ↗
New York City's new pied-à-terre tax is prompting financial advisors to help wealthy clients reassess their options, from residency status to estate plans.
How to spot a client in crisis — and what to do next ↗
Building client trust is a top priority for an advisor. But when advisors spot potential mental health struggles in clients, what should they do?
When Family Is the Succession Plan ↗
How do you evolve from a familial relationship into true business partners before transitioning ownership?
‘This has been an emotionally difficult time’: My brother has cancer and my father is 94. How do I shoulder this responsibility? ↗
“My father placed his $600,000 Wisconsin home into a revocable trust, naming my brother as beneficiary.”
Great disappointment will follow the Great Wealth Transfer as baby boomers pass on just a fraction of their fortune to millennials and Gen Xers ↗
The good news for the younger generations is that boomers are already showering some of their money on their heirs.
Social Security’s funding crisis is the elephant in the room. But don’t ignore the mouse. ↗
No one knows what Congress will do if Social Security’s trust fund were actually to be depleted.
20% of Americans are already using AI for financial advice — another 70% don’t trust it ↗
The Gallup poll found a disconnect between the resources Americans trust for financial advice and the ones they actually rely on.
Aging Costs Are Eating into Family Wealth ↗
Unless legislative changes are made, heirs may not get their expected inheritances.
How big is the great wealth transfer? It could be over $100 trillion or $36 trillion ↗
Two studies have raised new questions about the size and impact of the coming great wealth transfer.