Who among us hasn’t wished to win the lottery or receive a large inheritance from some rich, unknown uncle? It’s a natural and generally harmless exercise imagining having extraordinary wealth and the things we would do with it. Sometimes that dream does come true. And, not infrequently, it becomes a nightmare. It happens often enough to have its own name—Sudden Wealth Syndrome.
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What do Bill Gates, Sting and George Lucas have in common? They plan on giving only a small portion of their vast wealth to their children. Their reason is simple … they place great importance on their children succeeding on their own merits. This leads to an important question: Can wealthy parents raise children with strong values and empathy for those less fortunate amid vast personal wealth?
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The future of wealth management, already emerging, is much more diverse in which women’s wealth grows faster than men’s and newer generations of investors are more educated, economically empowered and technologically savvier.
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What the Great Wealth Transfer Looks Like The great wealth transfer from Baby Boomers to their Gen...
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The Rise of UMAs Advisors in the RIA channel have a greater share of client assets (47 percent) in...
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