High Net Worth

In emerging markets, family offices can face a number of challenges when they try to invest in startups.

Sergio Ermotti, UBS' CEO since 2011, has steered the firm away from capital-heavy investment banking to focus on the more predictable business of wealth management after heavy losses during the financial crisis.

Protective returns and why announcing yourself Is better than disqualifying yourself.

Investment selection can dramatically impact the value of a family’s total wealth transfer.

State court order doesn’t result in generation-skipping transfer, gift or income tax consequences.

Patricia Angus and Paulina Mejia weighed in on the state of estate planning.

The latest in a long line of estate controversies.

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.