By definition, generational wealth, also referred to as family wealth or legacy wealth, represents wealth passed down from ...

Henn, founder and CEO of Harvest Financial Advisors, shares insights into embracing bold strategies for financial success ...

As I research the evolution of wealth management for my upcoming book, I’m constantly on the ... estate structuring, and generational wealth transfer strategies. Today’s clients seek more ...

Generational wealth — the various financial assets that are passed down through families to children, grandchildren and beyond — can come with pretty hefty tax burdens for heirs. Estate ...