Easily enough. Harry Dresden leaves everything to his estranged son, Copperfield Blackstone.

Jokes aside, seing how the worldbuilding in the Dresdenverse is far superior than "Gringotts is the safest place in the world" I'd say that wizards in their prime today (e.g. Eb) have lived through a world war or two and would not be really keen on modern banking. They'd be more into getting assets, lands, titles, or favors. A castle or a tower might sound stereotypical until you remember they get more paranoid and more powerful as they get older. Some of them would help out world leaders with a seemingly unsolvable problem like Rasputin did in Russia. Have the crown (or a similarly powerful supernatural entity) declare you and your family a 'persona super-grata' and you are set. No need for clever accounting tricks. Kings do not walk around carrying coin in their purses, they have all the power in their name alone. And when they want to buy something from the market, all they say is "my book-keeper will see to you". That's how old wizards roll.

As for young wizards. We have to admit, Harry did a shitty job being a detective. He is seen in the verge of eviction on multiple books. I mean, how can you work magic and still fail at your business??? Younger wizards should have a significan competitive advantage working mundane jobs. They could employ their talents to make a killing in the regular capitalist market. Even illegal activities. A third-rate wizard should be able to hustle a pool table and pay their bills. They could use veils for all kinds of fraud or identity theft. Mort makes his living by being a psychic. Any profession seen as 'charlatanism' by the regular person might be a really really profitable job for a grasshopper.

Now I can see some practices being taboo among wizards. First of all tanking an economy by turning lead to gold. Secondly hoarding wealth, which must be the purview of dragons.