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.
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.
What's a tweet worth? Used properly, social media can help advisors establish credibility, build networks and catch the attention of potential clients. Here's how.
Annual premiums for long-term care insurance are rising sharply for people who bought coverage years ago. Here's how advisors are helping them handle the expense.
Estate-planning documents — such as wills, trusts, living wills, medical directives and powers of attorney — are very important, and so is keeping them protected and stored safely. Here are some key tips on how to keep them secure.
CNBC and Institutional Investor is hosting the 9th Annual Delivering Alpha Conference
The nexus of technology -- cloud, social, mobile and data -- are transforming user behaviors and creating new businesses.
In an era of rapid technological advances and demographic change, how do legacy companies adapt, innovate and evolve? CNBC Evolve features iconic global companies and executives who are embracing change and transforming for the future.