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.
BofA Forms Specialist UHNW Group
By Katherine DohertyThe roughly 25 specialists will help Merrill advisors with loans, estate planning and investment management.
December 31, 2024
Estate Planners Look for Way Out of Connelly ChainsA lawyer says the obvious alternatives to Crown C Supply's arrangement are fine — for a family that never changes.
December 30, 2024
The Keys to Finding Financial HarmonyBringing out clients’ feelings is vital to aligning their money with their lifestyle, says author Preston D. Cherry.
December 26, 2024
Washington State’s Wealth Tax Debate Is Heating UpOpinions are divided over Gov. Jay Inslee's proposal, with critics including entrepreneur Nick Hanauer.
December 17, 2024
7 Trends in Art Investing by the WealthyCollecting provides high-net-worth clients with an opportunity to further diversify their portfolios.
December 17, 2024
Draft Bill Attacks Wealthy Families' Private Placement Life PoliciesSen. Ron Wyden's proposal would tax the policies and contracts as if they were ordinary investment funds.
December 10, 2024
Aaron Schaben to Leave Carson GroupAaron Schaben will depart at year-end to lead the family office of his former boss.
December 09, 2024
With $124 Trillion Set to Transfer Through 2048, Are Wealth Managers Ready?Heirs are already receiving around $2.5 trillion annually, Cerulli finds.