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10 Steps to Family Financial Health

For many wealthy families, there’s a haunting ring to the old saying, “shirtsleeves to shirtsleeves in three generations.” The prospect of building wealth, only to have it vanish by the time their grandchildren mature, worries even the most diligent planners.

Feature:

When Kids Take Over

Sooner or later, your children will have to get involved in investing the family’s wealth. Here’s how to handle the transition.

In Whom Do You Trust?

Choosing a trustee requires a delicate balance between kinship and expertise. Here’s how to do it right.

Change is Here

More high net worth investors are starting to follow institutional investment principles. Is that good for them and bad for wealth managers?

Q&A with Robert Wolf

Can a former Wall Street titan make it on his own?

Q and A with Jo Webber

Virtual Piggy, an online family financial management site, speaks to children in their language while teaching them yours.

Change Comes to the SEC

There’s a new financial cop in Washington. But does she really have the power to police the industry?

The New World of Nicolas Berggruen

He arrived in the United States as a teenager and grew up to make billions. Now he’s giving away his money to rebuild America—and the world.

Come Buy With Me

Promising lower costs and better results, three new investment websites want your money. Is this gamble worth taking?

Darwin’s Game

Financial advisors aren’t above playing hardball to discredit the competition and win clients. Here’s how we do it.

Displaying 1 to 5 of 35 matches.

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Updated
05/31/13

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