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.
Thinking you need to tap retirement funds before 59½? Advisors say loss of future gains might not be worth cash today.
Estate-planning mistakes are easy to fix, but it's key to review documents regularly, say financial advisors.
Investors buying a mutual fund in a taxable account by year-end can get stuck paying taxes on gains they didn't earn.
A series of high profile cyber attacks has created huge economic opportunity as businesses look to fend off future attacks.
Whether you're young and just getting started investing or moving closer to retirement, factoring in age will keep you ahead of the game.
Advisor-centric content with guest columns covering practice management, investment strategies and marketing/social media.