Warren Buffett has spent decades building one of the largest fortunes on the planet, yet his blueprint for passing it on looks nothing like the fantasy many heirs imagine. Instead of promising his ...

When ChatGPT was asked to define generational wealth, it explained it as “assets and financial resources that are passed down from one generation to the next, providing ongoing financial stability and ...

As baby boomers head deeper into retirement, financial experts say we are on the verge of a “great wealth transfer.” By 2048, approximately $105 trillion in assets will be transferred to heirs as the ...

Listen and subscribe to Financial Freestyle on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. It's estimated that only 51% of Americans have invested in life insurance policies, ...

“When most people think of generational wealth, they’re thinking, ‘I own this home that’s worth $600,000 with a $500,000 mortgage. I’m going to work to pay down my mortgage to 0, that way then I can ...

Two titans from vastly different worlds—Warren Buffett and Jay-Z—sat down 14 years ago with Forbes to discuss the unspoken force that shaped their extraordinary success stories. Their surprising ...

Family Governance is the operating system of a family. It is not about adhering to rules for the sake of rules, but about striking a balance between individuality and unity. Wealth can travel further ...

When we think of wealth, we often imagine flashy jewelry, beautiful clothes, or boastful material possessions. However, the greatest benefit of financial abundance is the long-term security it offers.

As the Great Wealth Transfer accelerates, financial advisors are shifting to multi-generational planning to help prepare families.

Forbes contributors publish independent expert analyses and insights. John Samuels is the Founder/CEO of Wellworth healthcare advisory firm. For generations, families have prioritized passing down ...