Philanthropy is a way for high-net-worth families to not only get tax deductions but to foster communication and engage the next generation.» Read More
While many advisors see small businesses as a desirable demographic to position themselves, these clients can present unique challenges.
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.
A Milken Institute report finds the top 10 cities in which to age successfully lie outside the expected Sun Belt states.
As an investor, do you actually know the difference between a fiduciary vs. suitability standard?
Year-end is a good time to review estate plans, particularly if you've had a change-in-life circumstance in 2014.
Financial advisors stress that now is the time for investors to get serious about year-end financial planning checkup.
A series of high profile cyber attacks has created huge economic opportunity as businesses look to fend off future attacks.
Is an active twist on passive investing the right portfolio move? An inside look at the rise of ETF strategists.