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.
Volatility, interdependence, emotional investing, inflation and low interest rates are ending traditional investing.
Putting together a set-it-and-forget-it portfolio has served advisor Christina Empedocles well over the last 20 years.
Being a millionaire can seem like an elite club. Others believe it's a magic number to reach to retire comfortably.
The Small Business Survey provides insight to Main Street opinions on regulation and hot issues facing smaller firms.
The latest news from the Squawk Box team on investing and business.
Business icons and provocateurs share their innovative models. Learn how to upend old industries and start new ones that move markets.