UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Hightower Expands Family Office
By Rob BurgessAimed at serving UHNW clients, the enhanced offering builds on relationships with NEPC and the family office firm GTBA.
May 26, 2026
Carson Group Launches Estate Planning OfferingThe capability is intended to help capture the trillions of dollars in wealth transfer using a more integrated approach.
May 21, 2026
8 Ways to Become a Major Player at the Country ClubWith a little extra effort, you can become the person all the other members want to know.
May 13, 2026
10 Ways to Speak the Language of the WealthyWhen the wealthy do business, they like to feel they are working with "one of their own."
April 30, 2026
California's Wealth Tax Plan Fuels UHNW Anxiety"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 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 02, 2026
Maine Governor Backs Millionaire TaxJanet Mills' flip-flop means she now endorses the 2% surtax, which would put the state's top tax rate at 9.15%.