As clients go, family businesses usually have a complex and emotionally charged set of issues for their financial advisors to work through.» Read More
When families get into conflict, their businesses can quickly fall apart. Financial advisors specializing in family businesses can help.
Control and certainty about asset transfers to family members, charities and others make a trust an attractive option for family businesses.
Use of a psychologist and a financial advisor can help business owners better align employee actions and attitudes with company operations.
Higher tax burdens have many wealthier-than-ever Americans taking a greater interest in charitable-giving vehicles that offer tax relief.
Family business owners with complex familial and financial concerns can vet potential advisors by asking the right questions.
With only 12 percent of family businesses surviving two generations, it's imperative owners train heirs in financial literacy early on.
Even the most successful small-business owners drag their feet when it comes to succession planning. CNBC shares four tips to get started.
Choosing the right advisor is key for business owners. A misstep can mean the difference between reaching financial goals and falling short.
Only 30 percent of family businesses successfully pass to the next generation, but financial advisors can help owners turn the odds around.
After a failed run for political office broke the bank, a middle-aged couple turns to an advisor to help them get back on track.
Consumers who use a financial advisor as their intermediary can avoid the most common estate-planning and last will and testament errors.
The Internal Revenue Service expanded dollar limitations for some pension plans based on cost-of-living adjustments.
It’s never too early to involve your children in money matters.
Workers often roll existing 401(k) funds into new IRAs, but there are at least 4 scenarios where doing so could be a mistake.
Advisors say it's time to get serious about year-end financial plans, like taxes and portfolio re-balancing.
With the world becoming more interconnected, it’s getting harder to anticipate and manage global risks. We take a look at some of the biggest risks and ways to mitigate them.
From family-run companies to public companies with family ownership, we tackle challenges and rewards facing family businesses.