Legacy wealth News

The Rise of the 'Gaudy Age': Why Excessive Wealth is Back in Vogue.

Longevity of Wealth: 4 Essential Practices of Ultra-High-Net-Worth Families.

Expert insights from wealth management leaders reveal that sustained multi-generational wealth is not built on single lucky events, but on consistent habits including family culture, tax strategy, long-term investing, and frugality.

The Rising Financial Burden of Elder Care: Personal Realities Behind the Crisis.

Building a Future on Legacy: The Next Generation’s Perspective on Modernizing Family Enterprise.

Evan O'Dowd, representing the fifth generation of a long-standing family insurance business, shares his journey of returning home after gaining external professional experience to help modernize the company.

Modernizing Heritage: How Princess Jahnavi Kumari Mewar Manages Multigenerational Wealth.

Generational Resilience: The Masallam Family's Struggle in the West Bank.

The Billionaire Real Estate Exodus: Why Ultra-Luxury Mansions Are Lingering on the Market.

Ultra-wealthy individuals are offloading major properties due to changing tax policies and shifting personal priorities, but finding buyers for nine-figure estates is proving increasingly difficult due to high maintenance costs and overly personalized designs.

Longevity Medicine's New Vanguard: 11 Innovators Shaping the Future of Aging.

Multigenerational Living: How One Family Used a Basement Apartment to Balance Caregiving and Finances.

From Unemployment to Success: How an $80,000 Inheritance Built a Thriving Real Estate Firm.

The Art of Succession: Lessons Greg Abel Can Draw From Tim Cook’s Stewardship.

Strategic Tax Planning: How High-Net-Worth Individuals Are Preparing for 2026.

Following recent legislative shifts in the US tax code, wealthy investors are pivoting their strategies from estate tax mitigation to aggressive income and capital gains management. Key tactics include long-short tax-loss harvesting and leveraging bonus depreciation.