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.
16 Over-the-Top Luxury Gifts for 2022
By Michael S. FischerFrom handbags to watches, here are 16 presents your wealthiest clients might consider for their nearest and dearest.
November 21, 2022
World's 15 Safest Cities to Visit in 2023Here are the safest cities for travelers, according to a Berkshire Hathaway Travel Protection poll of visitors with first-hand knowledge of these hot spots. .
November 21, 2022
12 Top Tax Questions About Capital Gains, Losses and Worthless SecuritiesYour clients have questions about how 2022's volatile market will impact their tax bill. Here's how to respond.
November 20, 2022
Higher Rates Mean 'Bonds Are Back:' JPMorgan's Bob Michele"Every wealth-management platform in JPMorgan, every institutional client -- they're coming to us, they're putting money in bonds," said the CIO.
November 17, 2022
UBS Launches New Offering For UHNW Clients: Tech RoundupAlso, FP Alpha releases second-generation tax projection tool.
November 17, 2022
10 Do's and Don'ts for Fine Dining With Potential ClientsDon't let your new wealthy friends assume you were raised by wolves.
November 17, 2022
12 Reasons Investors Would Move All Their Assets to One AdvisorSometimes all the advisor has to do is ask.
November 16, 2022
9 Reasons This Popular Trust Isn't Just for the Super-WealthySpousal lifetime access trusts have estate and retirement planning benefits even for clients below the estate tax threshold.