When people think about leaving a legacy, they often think of the inheritance they will leave behind. For high-net-worth ...

HNW individuals can face unique cyber risk exposures that demand specialized protection but they don't realize their risk.

Goldman Sachs' CEO touched on the growth around the firm's private wealth management platform and how the market is ...

As the founder of Bossalini Capital, Justyna Jackholt has been entrusted with wealth management by thousands of high net ...

EPIC Insurance Brokers & Consultants has expanded its private client practice with the acquisition of Chartwell Insurance ...

The idea that ultra-high-net-worth individuals are more concerned with wealth preservation than alpha generation isn't ...

[Sign up for stock news with our Invested newsletter.] Consequently, the kind of financial advisor that high-net-worth individuals (HNWIs) require often has a very complex set of capabilities ...

Join Russ Norwood, chief executive officer at Venturi Wealth Management, discusses how they focus on serving high-net-worth individuals, particularly executives and founders of private companies.