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.
4 Tax and Planning Tips for Retiring Abroad
By Dinah Wisenberg BrinForeign laws can affect expats' retirement income and estate plans in ways they might not expect.
October 12, 2023
Elite Wall Street Firms, Advisors Are Swapping SMAs for ETFsThe aim is to exploit the famous tax efficiency of the ETF wrapper, which means funds rarely incur capital gains tax.
October 12, 2023
Top 15 Cities for the Ultra-Wealthy: 2023The number of centimillionaires increased 12% from a year ago, according to Henley & Partners.
October 05, 2023
Goldman's Create-Your-Own ETF Hub for Clients Debuts First FundsThe consulting service is the first of its kind among the large Wall Street banks.
October 03, 2023
7 Trends in Year-End Planning for Wealthy ClientsMany clients need help applying this year's stock gains to their legacy goals, Paulina Mejia says.
October 03, 2023
20 Richest Women in the U.S.: Forbes, 2023Forbes today revealed its updated, heavily researched ranking of the 400 richest people in the U.S.
October 03, 2023
Creative Planning Adds $1.4B Advisory FirmThe acquired RIA firm, based in Berwyn, Pennsylvania, is focused on helping clients with business succession planning.
September 29, 2023
Don't Serve Your UHNW Clients Like It's 1985Advisors still do complex work for ultra-wealthy families in Excel. They need to move on.