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.
Here Are the States With Estate or Inheritance Taxes: 2025
By Allison BellOnly the wealthiest estates pay federal taxes under OBBBA, but several states have levies of their own.
September 17, 2025
How to Protect Estate Plans From Natural DisastersYou thought about tax laws and family psychology. What about floods?
September 15, 2025
World's 12 Richest PeopleOracle CEO Larry Ellison hit No. 1 last week, but it didn't last long.
September 11, 2025
Merrill Wealth Management Launches Lending Group for Advisors, ClientsThe team brings together traditional investments, banking solutions and lending practices, the firm says.
September 11, 2025
Envestnet to Pour $1B Into Platform Enhancements by 2030Executives of the firm, now owned by Bain Capital, laid out their five-year plan at Future Proof Festival.
September 10, 2025
New Tax Rules Sweeten the Break on Small-Business Stock, but Watch OutWealthy clients can multiply this benefit by gifting, but the rules are complex, especially when using trusts.
September 05, 2025
Carson's Latest Hires Include Ex-Commonwealth HNW ExecHeather Zack joins the group's private client services team and will report to Dani Fava, chief strategy officer.
September 04, 2025
Merrill, BofA Private Bank Expand Alts Access for Wealthiest ClientsMore clients are seeking nontraditional investments, a Merrill investment exec says.