Insurance is often seen as a safety net — a means to protect against life’s uncertainties. However, it can also play a crucial role in building wealth for your family. The right insurance strategies ...

For wealthy families with complex financial lives, protection often starts with trusts, estate plans, and tax-optimized investment strategies. But one critical area is still routinely overlooked: ...

The transfer of wealth between generations is a significant event for ultra-high net worth individuals and involves more than just financial assets. It encompasses family dynamics, philanthropic goals ...

When forging long-term financial management objectives for ultra-high-net-worth individuals, the modern multifamily office should always prioritize implementing effective risk mitigation strategies.

Captive insurance can have perfectly legal tax and financial benefits, but some companies go too far ...

Life insurance, often viewed as a simple death benefit, serves a far more sophisticated purpose in the portfolios of wealthy individuals. While most people see it as a way to provide for loved ones ...

With the rise of algorithm-driven life insurance platforms, many families are lured in by attractively low quotes — only to be approved at rates nearly double the original estimate. This ...

It's an unfortunate fact of life that a worthwhile goal usually requires copious sacrifice. You can't be a pro football player, for instance, without spending untold hours pumping iron. A surgeon ...

Wealth isn’t always as cut and dry as it seems. Between private businesses, investment properties, or rare collections, not all wealth is ready to cash out at the drop of a hat. Whether it’s estate ...

PARIS--(BUSINESS WIRE)--The Capgemini Research Institute’s World Life Insurance Report 2023, published today, highlights an unprecedented shift for life insurers as they face a significant outflow of ...