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 ...

Wealthy Americans rely on a small set of sophisticated tools to keep fortunes intact across multiple generations, often by ...

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 ...

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

As the old saying goes, you can’t take it with you. But at the same time, leaving something to your kids is nice too. But the kids of Gen X — Gen Z and some millennials — might be in trouble, ...

According to a recent survey by Credit Karma, 20% of Gen Z and 25% of millennials said they're doing or plan to do a “no buy” or “low buy” challenge because they are planning to grow their family. A ...

For many parents, providing for their children goes far beyond daily expenses; it’s about building a foundation for the ...

Black entrepreneurs and franchise leaders gathered at the Reginald F. Lewis Museum in Baltimore on Sept. 27 to explore how ownership and franchising can create generational wealth. Now in its 11th ...

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

Offiro platform enables families to create multi-generational wealth through business ownership rather than traditional employment income IRVINE, Calif., Nov. 27, 2025 / PRZen / Over $84 trillion will ...