I’ve spent years studying how the ultra-wealthy maintain their fortunes across multiple generations. What I’ve discovered is that most families start over financially with each new generation, while ...

There’s an idea known as the "shirtsleeves-to-shirtsleeves" phenomenon, which recognizes that wealth that is created in one generation is often lost by the third generation. This speaks to the fears ...

Creating the kind of wealth that sustains generations might feel like mastering a puzzle box. You can envision the finished picture, but you’re not sure how to fit the pieces together. When it comes ...