From investment strategies to tax and estate planning, high-net-worth individuals face unique financial priorities—here’s how their wealth needs differ from the average investor’s Written By Written ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation Written By Written by Staff Personal ...

According to Lee Michael Generous, strategies must be tailored to individual circumstances and coordinated across multiple ...

This is the 24th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

Retirement wealth is more stratified than many people realize, and new data is sharpening the line between comfortable and truly affluent. For older Americans, the threshold that defines the top slice ...

High-net-worth individuals have liquid assets totaling at least $1 million. Since they focus on preserving their wealth and legacy, they need more complex services, including tax strategy and estate ...