UHNW Client Services
Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
SALT Cap Confounds House Democrats Crafting Taxes for Biden Plan
By Kaustuv BasuThe nonpartisan Joint Committee on Taxation has estimated that repealing the SALT cap would cut taxes for more than 13 million people.
September 07, 2021
Hightower Takes Stake in $1.5B Multi-Office RIAAlexandria Capital, based near Washington, D.C., has locations in Boston; Juneau, Alaska; New York; and Portland, Oregon.
September 03, 2021
Senate Democrats Mull Taxes on Stock Buybacks, Excess CEO PaySenate Democrats are discussing a wider range of tax proposals than President Joe Biden has proposed.
September 02, 2021
The Ten Commandments of Post-Pandemic ProspectingAs you get back out there to find new clients, you'll likely find prospecting the same, yet different.
August 27, 2021
Captrust to Buy $85B Investment GroupChicago-based Ellwood's clients includes endowments, foundations, retirement plans, family offices and high-net-worth individuals.
August 23, 2021
Hightower Takes Stake in $800M Denver RIAHightower would not disclose the size of its investment but says the transaction involves both cash and equity.
August 18, 2021
Top 14 Advisory Services Clients Want, but Aren't GettingLess than 10% of clients actually receive some of these services even though the vast majority expect them, a Spectrem survey found.
August 12, 2021
Could This Trust Replace the Stretch IRA? Jeffrey Levine Weighs 10 Pros, Cons of CRUTsCharitable remainder unitrusts can provide similar benefits for some investors, but there are many caveats, the CPA says.