High-net-worth families rarely rely on luck. They follow a repeatable playbook that blends early financial education, ...

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 ...

Forbes contributors publish independent expert analyses and insights. I write about investment strategies to build generational wealth. Building wealth that lasts across generations isn't just about ...

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

Generational wealth will play an increasing role as the great generational wealth transfer (from Baby Boomers to Millennials) continues on. Indeed, many Boomers who are well-off, with swollen ...

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 ...

If you’re like most career-driven professionals, you probably work hard, save diligently, and dream of a future where money isn’t a constant worry. But how do you go from middle-class stability to ...

My mother never had substantial savings, investments or anything of value other than her house. It was her wish to pass on her only significant asset to her three kids: me, my brother and my sister.

Generational wealth — the various financial assets that are passed down through families to children, grandchildren and beyond — can come with pretty hefty tax burdens for heirs. Estate planning is ...

To the team at Wellby Financial, homeownership isn’t just about having a place to live. It’s a foundational step toward ...

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 ...

In this article, I highlight three dividend stocks I trust for building generational wealth. These stocks offer stability and consistent income growth over time. Each of these picks has a strong, ...