Security is becoming a central consideration in structuring everything from family offices to succession plans.

Most agents put off succession planning because it feels overwhelming. But here's the truth: You don't need to figure ...

A family trust is a vital tool for estate and succession planning, offering flexibility, asset protection, and tax benefits.

Proxy advisory firm Glass Lewis on Thursday recommended that Air Products and Chemicals investors elect all four of Mantle ...

Savvy also welcomed Samuel Saleh, a Newport Beach, Calif.-based advisor with $50 million in AUM, who was previously with Bank ...

Board of Directors today sent a letter to shareholders in connection with its upcoming 2025 Annual Meeting of Shareholders (the "Annual Meeting"), which will be held at 8:30 a.m. U.S. Eastern Time on ...

The programme's curriculum includes a session titled “Journey of a Family Business: Role of Advisors Along the Way.” ...

Mantle Ridge LP, which, together with its affiliates (collectively, "Mantle Ridge"), beneficially owns approximately $1.3 ...

NEXT shares 11 financial planning tasks for small business owners to help them get the most out of the next calendar year.