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.
How Morgan Stanley Wows Its Ultra-Wealthy Clients
By John ManganaroIts Signature Access Lifestyle Advisory offers services that go far beyond portfolio management, says Valerie Wong Fountain.
May 01, 2024
Sanctuary Wealth Buys $12.5B RIA Platform tru IndependenceOnce combined, the firms will support some 120 independent wealth management shops with $42 billion of client assets.
April 30, 2024
How to Lock In a $14M Estate Tax Exemption Before 2026Families have a range of planning options — and trust limitations — to consider as exclusion amounts change.
April 30, 2024
Yellen and Republicans Spar Over Tax CutsThe Treasury chief says Biden wants revenue-raising measures to cover cuts in place for those earning under $400,000.
April 29, 2024
Why Invest in Private Markets?It's possible to ride along with top-quartile funds found in multibillion-dollar institutional portfolios.
April 29, 2024
11 Best Luxury Hotels in the U.S.: MichelinNews for wealthy, travel-loving clients: The publisher of the famed restaurant ratings has introduced "Michelin keys."
April 26, 2024
Top 12 Hotspots for Millionaire HomeownersThe number of U.S. households earning $1 million or more annually grew 446% between 2017 and 2022.
April 24, 2024
Ultra-Rich Should Pay to Save Social Security: PollMore than half want to trim benefits for high-earners and tax wages beyond the first $168,600 in earnings.