UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
When Clients Consider You 'One of the Family'
By Bryce SandersAs anyone with a family knows, there are pros and cons to such close relationships.
June 21, 2024
Wealth.com Launches Family Office-Inspired Estate Planning ToolsThe new tools are intended to help advisors navigate HNW planning issues like trusts and generation-skipping transfer taxes.
June 17, 2024
For Advisors, an Untapped Opportunity in Donor-Advised FundsDemand for DAFs and other giving vehicles is rising among corporations and VIP clients, United Charitable's CEO says.
June 12, 2024
5 Top Planning Issues for Family PropertiesThese assets are often imbued with memories, history and intermingled finances, warranting careful consideration and planning.
June 10, 2024
Ex-NFL Player Finds New Field, Similar Strategy at RIA Serving Ultra-WealthyAfter retiring at 30, former Broncos wide receiver Bennie Fowler is leading market expansion at Caprock.
June 07, 2024
Supreme Court Rules Against Estate in Business Buy-Sell CaseA stock redemption agreement didn't offset the value of the life insurance used the arrangement, the justices found.
June 05, 2024
Envestnet Launches Custom Strategies With 4 Big Asset ManagersBlackRock, Fidelity, Franklin Templeton and State Street Global Advisors will become partners in offering solutions for wealthy clients.
June 03, 2024
Citizens Bank Adds $1B Ex-First Republic TeamTeam leader Brian Nagle, based in Boston, has been a managing director at JPMorgan since mid-2023.