UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Bluespring Wealth Acquires Family Wealth Counseling
By Rob BurgessThe subsequent merger of Family Wealth with KDI Wealth made sense, Bluespring Wealth President Pradeep Jayaraman says.
September 25, 2026
PRO
Your Wealthy Clients Might Need More Life Insurance Than They ThinkIt helps to frame the conversation around continuity and stewardship rather than death, says Joey Didier of Summit Financial Group.
August 25, 2026
Does Fear Motivate Clients or Manipulate Them?Using "what-ifs" can prompt clients to take important planning steps, but some advisors object to the approach.
August 17, 2026
Billionaire Mark Cuban Calls Wealth Tax Loan Proposal 'Insane'Rep. Ro Khanna of California suggested that the government could lend money to help billionaires pay the tax.
July 22, 2026
Cresset Adds $1.1B Advisory TeamNick Smith and Chris Tiano were previously directors at Lazard Wealth.
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.