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.
The sandwich generation is often overwhelmed by competing obligations, having to care for both kids and aging parents.
Financial advisors are building client relationships by tapping into emotional, social and other non-fiscal needs.
Retirees should incorporate their life goals into financial plans—it's the best way to achieve true wealth.
Trader Nation is not simply about finding that next trade -- it is a place where traders trade better together.
Inside the market's biggest sectors with a look at the trends, companies and trades netting profits for investors.
CNBC 'Explains' the complicated economics of our world—from stocks and balance sheets, to trade and public policy.