The five most important wealth management lessons from the super-rich

Russ Alan Prince •
Forbes
business man working and looking on the street

According to John Bowen, co-founder of BSW Inner Circle and co-author of Elite Wealth Planning: Lessons from the Super Rich, “When it comes to wealth management, following in the well-worn path of the super-rich can enable successful people to significantly increase and protect their wealth. There are a number of lessons people striving for greater

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Millennials are driving a change in how the super rich invest their money

Varada Bhat •
Business Insider
Millennials are driving a change in how the super rich invest their money

Nearly one in three family offices were engaged in sustainable and impact investing in 2017, with nearly half of them planning to increase their investments in the next year. Family offices are private offices that manage the wealth of ultra-high-net-worth investors. According to a survey by UBS and Campden Wealth, 39% of respondents projected that when

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Beginner estate planning for millennials

Douglas A. Boneparth •
Investopedia Stock Analysis
Focused serious couple checking bills sitting together at kitche

Being wealthy is not a requirement for creating an estate plan. Neither is being old, retired, having a family or owning a lot of assets. If you are a Millennial, and you haven’t started estate planning, here’s how to get started. Why Millennials Should Begin Estate Planning Now If you have been avoiding estate planning, you are

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Estate planning answers for ‘hard’ assets like art, heirlooms

Grant Rawdin, CFP®, Founder, CEO, and J.D. •
Kiplinger
Printers tray oddments

As the baby boomer generation approaches one of the largest transfers of wealth in U.S. history, many people are focusing on how to facilitate the flow of their assets to their children, grandchildren and great-grandchildren. While passing along more liquid assets like stocks, bonds and cash can be straightforward, “hard” assets like property, art and

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