wealth management

The Great Wealth Transfer: Why Gen Z and Millennials May Not Inherit as Much as They Expect

As the world anticipates a massive $90 trillion "Great Wealth Transfer" from Baby Boomers to their Gen Z and Millennial…

3 months ago

Top Financial Planning Tips for the Modern Investor

In today's unpredictable financial world, being a modern investor requires more than just basic knowledge or occasional market checks. It…

3 months ago

What Are the Pros of Using a Delaware Statutory Trust in a 1031 Exchange?

Going through the complexities of a 1031 exchange can be challenging, but how can a Delaware Statutory Trust (DST) simplify…

4 months ago

Luxury Fintechzoom: How FintechZoom Merges Finance with High-End Goods

In today's fast-paced digital era, the fusion of financial technology (fintech) and luxury has given rise to a new paradigm:…

6 months ago

Mortgage Rates Up, Homes for Sale Up/Down? Expert Analysis

In the realm of real estate, the landscape is shifting as homeowners navigate the fluctuating terrain of mortgage rates. Last…

8 months ago

Wealth Giants Make Big Moves: Bezos, Dimon, and Others Sell Billions in Company Stock

Top-tier executives and heirs are making significant moves in the stock market, cashing out billions in shares from the companies…

9 months ago

Impact Wealth Finds a Multifaceted Landscape Of AI at Davos 2024

Davos 2024 witnessed a shift in the discourse surrounding artificial intelligence, where it became evident that the AI future should…

9 months ago

Leo Jacobs Meet the Legal “Psychiatrist” to New York’s Billionaire Real Estate Developers

Leo Jacobs, the founder of the boutique law firm Jacobs P.C., is one of New York City’s most prominent commercial…

9 months ago

Bezos Sells $2 Billion More Amazon Shares Amid Seattle to Miami Move

Jeff Bezos, the billionaire founder of Amazon.com Inc., has swiftly capitalized on the company's recent surge in stock value by…

9 months ago

UBS Exceeds Expectations, Unveils $1 Billion Share Buyback Plan

In a remarkable turnaround, UBS, the Swiss banking behemoth, announced today it's surpassing of fourth-quarter earnings expectations, coupled with a…

10 months ago

The $68 Trillion Wealth Transfer Offers Women a Path to Financial Empowerment

As the great wealth transfer unfolds, an unparalleled opportunity is emerging for women in the financial landscape of the United…

12 months ago

Family Office Association: A Beacon of Innovation and Community for Family Offices

Family Office Association (FOA), under the leadership of Chairman, Mike Packman, and Co-Presidents, Jennifer Katrulya and Rush Olney, is redefining…

12 months ago