Wealth

The savings plans can be transferred to different family members or used for a different purpose.

A new report from J.P. Morgan Private Bank reveals that family offices around the world are mostly sticking to large-cap equities and alternative assets. Still, some 65% describe AI investments as a future priority.

Here’s our weekly roundup of the most-read articles at Barron’s Advisor.

Morningstar and PitchBook have developed a series of indexes to track the performance of the growing number of semiliquid funds investing in private markets.

That’s a large number even for a CEO with outsize compensation, but few shareholders would quibble with the option award.

Wealthy countries have withdrawn billions of dollars in aid, but the foundation’s head says “priorities can shift” back to saving lives

Deep cuts to global development assistance are reversing trends in preventable deaths, according to a new study.

Ultrawealthy families are becoming more like midsize enterprises when it comes to the complexity of their finances.

A J.P. Morgan Private Bank survey of global single-family offices find more than half aren’t exposed to private companies leading the AI boom.

More alternative investments are available in exchange-traded funds, making it easier for retail investors to own them.

Investors are expected to allocate more to private markets in search of returns and diversification, according to a survey by Hamilton Lane.

The former Berkshire Hathaway CEO’s three children probably will become the most influential philanthropists in the world after their father dies.

Advisors usually tell you to secure your retirement before you all in for paying for college.

A new survey of 1,0000 millionaires suggests that a third are motivated to leave the U.S. a year into President Donald Trump’s second term.

About 400 millionaires called on world leaders at Davos to combat extreme wealth and inequality with taxes on the very rich

Average refunds will be up between $300 to $1,000 for the more than 100 million taxpayers who receive refunds, according to estimates from the Tax Foundation.

The military incursion in Venezuela and prospects for the U.S. economy are prompting some wealthy individuals to consider living in another country

A surge of capital from individual investors will reshape the markets for alternative assets. Whether a manager will equally support both retail and institutional investors is a concern.

Card issuers may need to scale back on rewards if they can’t earn as much on interest. These issuers would face the biggest hits.

A frothy stock market and looming inflation makes early retirement a trickier exercise.

Much of Gates’ optimism for the future rests on AI, although his annual look-ahead note warns of the technology’s potential negative effects.

The president ordered future contracts to ensure base salaries for defense company CEOs are capped at current levels if contractors fail to perform.

Nancy Curtin, chief investment officer at AlTi Tiedemann Global, helps wealthy families invest for the long term. An “innovation” bull market helps.

Tech gains continued to power the wealth of the world’s richest.

Tesla CEO Elon Musk’s wealth increased by hundreds of billions in 2025. How did your year go?