UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Does Fear Motivate Clients or Manipulate Them?
By Dinah Wisenberg BrinUsing "what-ifs" can prompt clients to take important planning steps, but some advisors object to the approach.
June 10, 2026
Hightower Expands Family OfficeAimed at serving UHNW clients, the enhanced offering builds on relationships with NEPC and the family office firm GTBA.
June 02, 2026
10 Travel Tips Your Wealthy Friends Might Not KnowTravel is the secret language of the wealthy. Sharing experiences shows you're part of the crowd.
May 26, 2026
Tax Court Cites Life, Annuity Assets in 40% Penalty RulingThe judge found that a microcaptive arrangement was not adequately disclosed on the insured firm's tax return.
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."