Insurance can help affluent families with estate planning, tax mitigation and building a legacy for future generations ...

Symphony Risk Solutions has acquired Lipscomb Insurance Group, a Dallas-based independent agency, adding further capability ...

For individuals and families with significant assets, traditional homeowners or auto policies may not provide the level of protection needed. High-net-worth insurance is designed specifically to ...

Heightened geopolitical tensions, organized crime activity and the spread of sophisticated digital scams are prompting wealthy families to rethink how they travel and protect themselves abroad. The ...

WEST PALM BEACH, Fla., Jan. 5, 2026 /PRNewswire/ -- Jones Lowry, a premier boutique life insurance practice specializing in wealth transfer strategies, announced today its official rebranding to ...

Higginbotham Chairman and CEO Rusty Reid described the relationship through the lens of the firm's dual-growth strategy. Higginbotham aligns with teams that share the firm's people-first culture and ...

The statistics are sobering. Studies show that 70% of wealthy families lose their wealth by the second generation, and 90% have depleted it by the third. Despite decades of hard work building ...

Millionaires face distinct financial challenges that require specialized strategies beyond basic money management. Financial planning for millionaires encompasses investment portfolio diversification, ...

Great Eastern is making a further push into the high-net-worth (HNW) segment with the launch of Great Eastern Private, which ...

LOS ANGELES, CA, UNITED STATES, March 15, 2026 /EINPresswire.com/ — In high-net-worth estate planning, real estate is often one of the most valuable assets on the balance sheet—but also one of the ...