• Education
    • General
      • Dictionary
      • Economics
      • Corporate Finance
      • Roth IRA
      • Stocks
      • Mutual Funds
      • ETFs
      • 401(k)
    • Investing/Trading
      • Investing Essentials
      • Fundamental Analysis
      • Portfolio Management
      • Trading Essentials
      • Technical Analysis
      • Risk Management
  • Markets
    • News
      • Company News
      • Markets News
      • Trading News
      • Political News
      • Trends
    • Popular Stocks
      • Apple (AAPL)
      • Tesla (TSLA)
      • Amazon (AMZN)
      • AMD (AMD)
      • Facebook (FB)
      • Netflix (NFLX)
  • Simulator
    • Simulator
      • Create an Account
      • Join a Game
    • My Simulator
      • My Game
      • Create a Game
  • Your Money
    • Personal Finance
      • Wealth Management
      • Budgeting/Saving
      • Banking
      • Credit Cards
      • Home Ownership
      • Retirement Planning
      • Taxes
      • Insurance
    • Reviews & Ratings
      • 2019 Broker Awards
      • Best Online Brokers
      • Best Roth IRAs
      • Best Trading Platforms
      • 2019 Robo-Advisor Awards
      • Best Robo-Advisors
      • Betterment vs Wealthfront
      • Betterment vs Vanguard
  • Advisors
    • Your Practice
      • Practice Management
      • Continuing Education
      • Financial Advisor Careers
      • Investopedia 100
    • Wealth Management
      • Portfolio Construction
      • Financial Planning
  • Academy
    • Popular Courses
      • Investing for Beginners
      • Become a Day Trader
      • Trading for Beginners
      • Technical Analysis
    • Courses by Topic
      • All Courses
      • Trading Courses
      • Investing Courses
      • Financial Professional Courses
  • Login
  • Newsletters
Wealth
  • Trust & Estate Planning
  • Philanthropy
  • Wealth Management
  • Lifestyle Advice
Personal Finance Wealth

Wealth

Learn the latest on private banking and investing, tax strategies, estate planning, family offices, philanthropy and special services to stay ahead of the curve.

Wealth
  • Trust & Estate Planning
  • Philanthropy
  • Wealth Management
  • Lifestyle Advice
Young entrepreneur presenting project in exclusive boardroom

Wealth Management Definition

Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients.

  • Top 25 Richest American Families

  • Who Is the Richest Person Ever?

  • Investment Adviser vs. Broker: What's the Difference?
  • Flying dollars.

    Top 10 Richest U.S. States

  • America's Poorest States in 2019

  • Top 6 Most Successful Female Supermodels

  • How Aliko Dangote Became the Richest Person in Africa
  • Man enjoying sunny ocean view from luxury balcony

    Are You in the Top One Percent of the World?

  • A Look At Robin Williams' Net Worth and His Estate

  • What Is Michael Phelps’ Net Worth?

  • Buying Fur: Which Variety Is Worth the Most?

  • 6 Signs That You've Made It to the Middle Class

  • Where the Ultra-Wealthy Live in the United States
  • Doha, Qatar cityscape at sunset

    Conspicuous Consumption
  • Ben Franklin on Cash

    Should you save your money, or invest it? Depends.
  • Paper Currencies

    What Is Luxury Item?
  • Midsection of Businessman Shielding Sapling and Money in Office

    What Country Has the Wealthiest Overall Population?
  • Working-class political protest in the northern suburb of Halandri in Athens, Greece

    Working Class
  • Cash

    Decamillionaire

  • Status Symbol

  • Lifestyle Inflation

  • Found Money

  • What is the American Dream in 2016?

  • Top 5 Billionaires Living In Dallas

  • Irrevocable Trust
  • trust fund

    Trust Fund Definition

  • Will vs. Trust: What's the Difference?

  • Revocable Trust vs. Irrevocable Trust: What's the Difference?

  • Endowment Fund Definition

  • Endowment Definition

  • Grantor Trust Rules Definition

  • Grantor Retained Annuity Trust (GRAT) Definition
  • Elegant woman looking out of a car window

    High-Net-Worth Individual (HNWI) Definition

  • Inter-Vivos Trust Definition

  • Pari-passu
  • Beautiful luxury home exterior at twilight

    Step-Up in Basis Definition

  • Trustee Definition
  • Ideas make changes. Edison Light bulb on the sky

    Uniform Transfers to Minors Act (UTMA) Definition
  • A family talking with an accountant sitting at the table.

    Should You Set up a Revocable Living Trust?

  • Trust Company Definition
  • Tablet with graphs on a table

    Unit Trust (UT) Definition

  • Naming a Trust as Beneficiary of a Retirement Account: Pros and Cons

  • A-B Trust Definition

  • Bare Trust Definition
  • Retirement

    Collective Investment Fund (CIF) Definition
  • Woman in Mourning Meeting with Lawyer

    Dynasty Trust Definition
  • Close up of a dollar

    Intentionally Defective Grantor Trust (IDGT)
  • Team Teamwork Join Hands Partnership Concept .

    Living Trust Definition

  • Special Power of Attorney Definition
  • Financial advisor having a meeting with clients.

    Trust Receipt Definition

  • Credit Shelter Trust (CST) Definition
  • A businessman analyzing documents using his calculator.

    Reverse Morris Trust Definition

  • Trust Definition

  • What Does a "5 by 5 Power" in a Trust Document Mean?
  • Last Will and Testament

    Per Stirpes Definition

  • Cy Pres Doctrine Definition

  • What Is a Trust Checking Account?

  • Everything You Need to Know About Trust Funds in Canada

  • A bankruptcy trustee represents the debtor's estate

  • Estate Tax Definition
  • Businessman shakes hand of businesswoman.

    How to Establish a Blind Trust

  • Defalcation Definition

  • How do university endowments work?
  • About Us
  • Editorial Policy
  • Privacy Policy
  • Terms of Use
  • Advertise
  • Contact Us
  • Dictionary
  • News
  • Careers
  • #
  • A
  • B
  • C
  • D
  • E
  • F
  • G
  • H
  • I
  • J
  • K
  • L
  • M
  • N
  • O
  • P
  • Q
  • R
  • S
  • T
  • U
  • V
  • W
  • X
  • Y
  • Z
Investopedia is part of the Dotdash publishing family.
  • The Balance
  • Lifewire
  • TripSavvy
  • The Spruce
  • and more