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Family discusses inheritance plans.
SuccessThe recession could either speed up or slow down when you get your inheritance—experts say these are the huge deciding factors
By Emma BurleighMarch 25, 2025
Jeff Allen wears his 831 jersey on the seat of Beast Games
Success‘I won $10 million in MrBeast’s game show after losing my job’: Now the overnight multimillionaire is using the fortune to find a cure for his son’s rare brain disease
By Preston ForeMarch 23, 2025
Business people shake hands while sitting down.
Personal FinanceNeed help managing your money? Here’s how to understand the difference between financial advisors and wealth managers
By Preston ForeFebruary 27, 2025
Businesswoman communicates with two clients sitting at a table
Personal FinanceA wealth management talent crisis is underway. Here’s what it could mean for your money
By Preston ForeFebruary 24, 2025
More than 8000 family offices are revolutionizing wealth management. Are you rich enough to start one?
Personal FinanceMore than 8000 family offices are revolutionizing wealth management. Are you rich enough to start one?
By Alicia AdamczykFebruary 12, 2025
Photo of business persons talking in an office
Personal FinanceFamily offices are booming: Inside the secretive finance centers that cater to billionaires like Jeff Bezos and the Walton family
By Alicia AdamczykFebruary 11, 2025
Julius Baer announces 400 job cuts, executive board revamp
FinanceJulius Baer announces 400 job cuts, executive board revamp
By Noele Illien and BloombergFebruary 3, 2025
Nicolai Tangen, chief executive officer of Norges Bank Investment Management, during a panel session at the World Economic Forum (WEF) in Davos, Switzerland, on Wednesday, Jan. 22, 2025.
FinanceCEO Nicolai Tangen, whose Norway wealth fund owns $173 billion of the Magnificent 7, tells investors to sell U.S. tech stocks
By Ryan HoggJanuary 22, 2025
Learning the ropes of his industry through first-hand experience.
Personal FinanceCan AI replace financial advisors? Experts warn against using AI for much besides basic financial advice
By Preston ForeJanuary 13, 2025
Multigenerational family enjoying cruise on a yacht
SuccessMillionaire parents are taking Gen Z kids to bespoke conventions to prepare them for the $90 trillion Great Wealth Transfer
By Ryan HoggJanuary 9, 2025
From scavenger hunts to escape rooms: How the wealthy gamify their finances to prepare heirs for multi-million dollar windfalls
Personal FinanceFrom scavenger hunts to escape rooms: How the wealthy gamify their finances to prepare heirs for multi-million dollar windfalls
By Alicia AdamczykJanuary 8, 2025
Women working together in a co-working office
Personal FinanceWealth managers warn investors to watch out for these 3 major themes in 2025
By Preston ForeJanuary 6, 2025
Business people handshaking across the table during a meeting in modern office. Group of business persons in business meeting. Three entrepreneurs on meeting in board room. Corporate business team on meeting in the office.
SuccessEurope’s billionaires—who pay their family office CEOs just $370,000 a year—are worried they can’t find the talent to manage their fortunes
By Ryan HoggDecember 5, 2024
Couple visiting Valencia
Personal FinanceHad enough of the U.S.? Consider this first, says a former American and relocation expert
By Alicia AdamczykNovember 30, 2024
Planning a charity gift? Try these 401(k)-style accounts to max giving—and lower your tax bill
Personal FinancePlanning a charity gift? Try these 401(k)-style accounts to max giving—and lower your tax bill
By Alicia AdamczykNovember 29, 2024
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