Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the accounting, audit, and tax profession for more than 13 years, working with individuals and a ...

More wealth managers are billing themselves as 'family offices' as clients request services formerly reserved for the ...

It comes as no surprise that the events of the past year have caused many of us to reexamine what being wealthy truly means. We asked a sample of high-net-worth clients and advisors how they now ...

Ultra-wealthy families establish single-family offices for several reasons. Topping the list is greater control over their financial and personal lives. Because of the level of control and the ability ...

Wealth can be defined in many ways. How will you project and define your wealth that has built your legacy? What will this mean for future interpretations and involvement with wealth management?