Financial succession planning is all about transferring the equity in the family business to future generations. Very often, critical to the effectiveness of the financial succession plan is its ...

One of the things Kirk Klein is proud of his work at Gainesville, Florida-based firm Koss Olinger is the multi-generational approach the firm takes. “We have three generations of advisors at our firm, ...

Many multi-generation business leaders will tell you that there is something special about working in a family business, and having strong ties that go beyond the 9-to-5 work day. These businesses, ...

Thierry Brunel is the Chief Investment Strategist at Matter Family Office, advising families and institutions on long-term wealth strategy. Among the ultra-wealthy, wealth transfer is no longer an ...

Generational differences have become a hot topic in the workplace. Just Google “generational gap” and you’ll get dozens, if not hundreds, of articles, websites and blogs highlighting each generation’s ...

Families boosted multi-gen travel since 2023; boomers fund many trips. All-inclusive resorts and cruises expanded programming and accessible rooms for groups. Plan early, set budgets, add travel ...

Planning a vacation that brings together family members spanning several generations can be rewarding but also challenging. From toddlers building sandcastles to grandparents sharing wisdom, ...

Reaching multiple generations doesn’t have to be a challenge. Learn how to craft a unified, data-driven marketing strategy that combines personalization, multi-channel reach and timeless techniques to ...