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Family Business, Private Wealth

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  • Living trust
    The 4 reasons to run your business through a trust

    Control and certainty about asset transfers to family members, charities and others make a trust an attractive option for family businesses.

  • Checking account
    How to get tax-smart with charitable donations

    Higher tax burdens have many wealthier-than-ever Americans taking a greater interest in charitable-giving vehicles that offer tax relief.

  • Land the perfect advisor with 5 easy questions

    Family business owners with complex familial and financial concerns can vet potential advisors by asking the right questions.

  • Helping small businesses keep it in the family

    Only 30 percent of family businesses successfully pass to the next generation, but financial advisors can help owners turn the odds around.

  • Advisors can help you avoid estate, will errors

    Consumers who use a financial advisor as their intermediary can avoid the most common estate-planning and last will and testament errors.

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Latest Special Reports

  • Leadership Insights

    In this ever increasing volatile world only leaders who can manage fast change can survive and prosper.

  • CNBC Disruptor 50

    A look at 50 private companies set to reshape the business landscape.

  • Innovative female entrepreneur examining prototype
    Evolve

    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.