Make sure that clients are using the right valuation.

As with all things money and family, it can be a struggle to balance financial and personal goals with avoiding hard feelings and disputes.

By 2045, millennials and Gen X are projected to control 80% of all private wealth.

Some tips to help prevent your clients from ending up like HBO's Roys.

Julius Baer’s Lifestyle Index ranks the world’s 25 most expensive cities by analyzing residential property, cars, business class flights, business school, degustation dinners and other luxuries.

Proactive engagement reflects a commitment to comprehensive financial wellness, creating a meaningful and long-lasting impact on clients’ lives.

Nearly three-quarters of financial exploitation is done by family, friends or caregivers.

If not, that’s on you.