Frank Perdue’s widow, and daughter of the co-founder of Sheraton hotels, knows a thing or two about family businesses.

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

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

Making the wealth transfer as easy as ABC.

An old idea is new again.

Not sexy—but important to know, nonetheless.

The wealthy wield unique power to preserve valued resources.

High-net-worth millennials have more confidence than their older counterparts, Brown Advisory acquires Meritage Capital and David Canter is raising money for the Foundation for Financial Planning.

Mark Heising runs Medley Partners for foundations and charities controlled by the Simons family as well as family members.

Tax reform is on the tip of everyone’s tongue, but not at the top of this list, according to a recent survey.