Entitlement and lack of familial ties are two of the many threats to successful generational wealth transfers.

Donor-advised funds can complement private foundations.

The super rich prefer jet memberships to ownership, nominations are open for XYPN’s fintech competition and Halite names a CFO, COO.

Total student loan debt held by people over 60 is $66.7 billion and the average owed is $23,500, according to a 2017 report by the Consumer Financial Protection Bureau.

Warn clients not to bail on policies.