• 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
      • Best Online Brokers
      • Best Savings Accounts
      • Best Home Warranties
      • Best Credit Cards
      • Best Personal Loans
      • Best Student Loans
      • Best Life Insurance
      • Best Auto Insurance
  • 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
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?
  • Top 6 Most Successful Female Supermodels
  • Al Sahibani (right), and Aliko Dangote (left) seal the acquisition of Dangote Cement by ICD in 2014
    How Aliko Dangote Became the Richest Person in Africa
  • Man enjoying sunny ocean view from luxury balcony
    Are You in the Top 1% 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
  • Businessman With Smartphone Staring Through Window With Skyscraper View, Dubai, United Arab Emirates
    Where the Ultra-Wealthy Live in the United States
  • Man Admiring Himself in a Mirror in a Menswear Shop
    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
  • A Vintage Ferrari dashboard viewed through window.
    Status Symbol Definition
  • Lifestyle Inflation Definition
  • Found Money
  • What is the American Dream in 2016?
  • Top 5 Billionaires Living In Dallas
  • Online Will-Maker
    The 6 Best Online Will Makers of 2020
  • 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
  • Business People Shaking Hands in Office
    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
  • Lawyer Explaining Will
    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
  • Power of attorney form and hand with pen
    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
  • Magnifying glass on newspaper showing word "bankruptcy"
    Bankruptcy Trustee Definition
  • Estate Tax Definition
  • Businessman shakes hand of businesswoman.
    How to Establish a Blind Trust
  • Defalcation Definition
  • How Do University Endowments Work?
  • How to Set Up a Trust Fund in Australia
TRUSTe
  • About Us
  • Terms of Use
  • Dictionary
  • Editorial Policy
  • Advertise
  • News
  • Privacy Policy
  • Contact Us
  • Careers
  • California Privacy Notice
  • #
  • 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.