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.
California's Wealth Tax Plan Fuels UHNW Anxiety
By Rob Burgess"You've got the golden geese," a tax lawyer tells ThinkAdvisor, "but these geese have wings."
April 23, 2026
Federal Court Rules Against IRS Micro Captive Insurance RegulationThe judge found that the agency exceeded its statutory authority.
April 23, 2026
Hightower to Acquire $9.5B Bahnsen GroupThe wealth management practice is based in California and has seen over 30% annual organic growth.
April 23, 2026
The Key to Seamless Protection for Ultra-Wealthy ClientsWealth managers need to design comprehensive risk strategies to safeguard clients across their full spectrum of assets.
April 16, 2026
Wyden Bill Would Wreck Existing Private Placement Life and Annuity ArrangementsHolders would have 180 days to replace the arrangements or liquidate them.
April 16, 2026
How Talking to Clients About Philanthropy Benefits AdvisorsThey can better meet evolving expectations, differentiate their practices and build deeper, multigenerational relationships, research finds.
April 09, 2026
Corient Acquires $5.6M RIAChicago-based Vivaldi Capital Management serves high- and ultra-high-net-worth clients.
April 07, 2026
Heirs Beware: 42% Spend Inheritance Within a Year, Study FindsNet worth had retreated to pre-inheritance levels, or lower, at the 365-day mark.