Life insurance for the affluent offers tax-free inheritance, investment growth, and wealth protection. Discover these financial strategies to maximize your estate.

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 ...

Axis Insurance has sharpened its national growth strategy with the acquisitions of Edgewater Financial Group and Kearns ...

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 ...

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: ...

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.

The approach by high net worth individuals (HNWIs) to insurance is very different from that of retail clients.

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 ...

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 ...

The great wealth transfer is reshaping the financial landscape, as Cerulli Associates estimates that $124 trillion is set to transfer through 2048. The implications for the financial services industry ...