The generation born between 1981 and 1996 has built wealth faster than either Generation X or baby boomers in the 2020s, according to several recent reports. Another batch of studies show that ...

As younger generations struggle to buy their first homes, boomers are accumulating wealth and tightening their grip on assets that millennials and Gen Z need to get richer. Thanks to a perfect storm ...

Eighty-one percent of younger people who are set to inherit large wealth from their families plan to replace their parents' wealth management firms, according to a new survey from Capgemini.

Generational wealth often disappears due to a lack of investment experience and strategy. Diversified, right-sized private capital investments can drive long-term family wealth. Patience and ...

Over the next two decades, the role of the wealth advisor will undergo a significant transformation, and I’m not talking about artificial intelligence. I’m talking about how we advise clients and how ...

For high-net-worth families, wealth often transcends mere financial capital — it becomes a legacy that spans generations. It’s important to prepare the next generation to not only preserve their ...

Forbes contributors publish independent expert analyses and insights. I research & write on longevity, generational trends & innovation. Every December, Americans gather for what may be the country’s ...