 HENRY BRANDTS-GIESEN , EDWARD MARSHALL | WEDNESDAY, 15 JAN 2025 Family charters are important components to families' governance structure. They are documents that families can use to help them with building guideposts, decision-making rules, and codifying a family's values, mission, and vision. Family charters ... Read more  HENRY BRANDTS-GIESEN , CHRISTOPHER ROSE , EDWARD MARSHALL | THURSDAY, 14 DEC 2023 The greatest wealth transfer in history-from Baby Boomers to younger generations-is underway. According to the US Federal Reserve Board, Americans age 70 and above have US$35 trillion of wealth, compared with only US$4 trillion held by this age group ... Read more PAGE: 1 |
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Further Reading
Cover Story
Skin in the game
CARMELO VIOLA
PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
Viola Private Wealth executive chair, founding partner, and adviser Charlie Viola has worked hard to build his personal brand, and it shows. Viola's face is plastered across financial services media. This ubiquity, however, isn't without rhyme or reason.
Expert Feed
Investing for impact loses some appeal, more education needed
While the appeal of impact investing declined in 2023, with investors generally less willing to give up returns in order to make an impact through investing ...
Family office use of wealth manager predictions
As part of my role on the investment committee for various family offices, I regularly interact with wealth managers.
Succession planning for family businesses
The greatest wealth transfer in history-from Baby Boomers to younger generations-is underway.
Why affluent families are flocking down under
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