UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Trust That These Trusts Have Value in a Higher Rate Environment
By Jeff GettyGrantor retained annuity trusts are not theoretical tools — they are used at the highest levels of private wealth planning.
May 09, 2025
Trump Cautions GOP on Tax Hike for Rich, But He’s ‘OK’ With ItTrump has floated a new 39.6% tax bracket for individuals earning at least $2.5 million.
May 08, 2025
For Goldman, RIA Service Starts With 'Unlocking Time'Executives say the firm is well positioned to support an increasingly sophisticated (and consolidated) industry.
May 06, 2025
World's 15 Richest Women: Forbes, 2025About 13% of the planet's billionaires are female, the magazine reports.
April 30, 2025
The 1% AUM Fee Is Fading: CerulliFinancial professionals must adapt their fee structures to cater to the next generation of clients, a study found.
April 22, 2025
Ultra-Wealthy Clients Boost Investments Amid Trump TurmoilClients have been actively reallocating, putting additional funds in the market, says Jack Ginter of Callan Family Office.
April 16, 2025
The Homeowners' Insurance Crisis Hits High-Net-Worth Clients, TooSome might ask you for ideas about where to get help.
April 16, 2025
Schwab Takes Minority Stake in Wealth.comThe AI estate planning platform's CEO calls the deal “the foundation for something much bigger.”