Millennials are now richer than their baby boomer counterparts at age 35 as more parents are having asset transfer conversations earlier before they pass.

When wealth spans generations, the toughest challenges aren’t about markets or tax codes- they’re about people. In this ...

I’ve spent years studying how the ultra-wealthy maintain their fortunes across multiple generations. What I’ve discovered is that most families start over financially with each new generation, while ...

As more families live, work, invest, and retire on both sides of the border, financial literacy has become a critical factor in preserving and transferring wealth across generations. In its latest ...

Every investor wants to believe they can outsmart the market. The thrill of buying at the perfect moment and selling just ...

CREATING generational wealth is a goal we often hear expressed by many, but families frequently do not have conversations about it or how to grow and sustain that wealth. Generational wealth refers to ...

Generational Wealth™, a newly launched wealth management and financial planning firm, announced a merger under their unified brand following a joint $100mm acquisition. Following the transaction, the ...

Many people I work with come to the table believing that generational wealth is something reserved for a select few—a concept reserved for the elite among us (you know the type). We might picture ...

What the 2008 Housing Crisis Taught Smart Buyers About Working With a Pro Twenty years from now, you’ll either own ...