Build lasting wealth from middle-class roots with these 8 proven steps, from smart investing to strategic estate planning.

Unlike the Vanderbilts, the Rockefellers implemented a robust framework for managing generational wealth, including the establishment of trusts, family offices and a strong emphasis on financial ...

Many of these families implement strategies that enable them to use the wealth they currently have to grow an even larger net worth, ensuring they can pass down wealth for generations to come.

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 ...