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.
Washington State’s Wealth Tax Debate Is Heating Up
By John ManganaroOpinions are divided over Gov. Jay Inslee's proposal, with critics including entrepreneur Nick Hanauer.
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.
November 27, 2024
10 Impressive Luxury Gifts for the HolidaysIf your wealthy client is struggling to pick the perfect gift, this guide can help.
November 26, 2024
Boosting Client Service, With a Little Help From Private EquityA free initial plan gets wealthy executives in the door, Mather Group CEO Jennifer des Groseilliers says.
November 22, 2024
BofA Private Bank Nabs $7B Advisor Duo in FloridaPhillip Edwards and Lauren Stuhmer join the financial giant from Citi Private Bank.
November 20, 2024
Advyzon Launches Portfolio Management Platform for UHNW ClientsThe solution, dubbed Auria, combines enhanced portfolio management and performance reporting with a new client interface.
November 19, 2024
Wealth.com Expands Its RIA Reach (Again)The estate planning platform is hiring human experts while also developing AI tools, co-founder Matt White says.