UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
World's Top 15 Cities for Millionaires: 2024
By Michael S. FischerThe number of millionaires in New York rose 48% in a decade; in Beijing, it nearly doubled.
May 06, 2024
8 Trends in the Art MarketA recent Bank of America report provides some talking points for advisors helping clients navigate this alternative investment.
May 01, 2024
JPMorgan Embraces Family Offices, With 'Very Tailored' AdviceThey offer such bespoke services as cybersecurity advisory and matrimonial planning, practice head William Sinclair says.
April 30, 2024
How to Lock In a $14M Estate Tax Exemption Before 2026Families have a range of planning options — and trust limitations — to consider as exclusion amounts change.
April 29, 2024
Why Invest in Private Markets?It's possible to ride along with top-quartile funds found in multibillion-dollar institutional portfolios.
April 26, 2024
Top 12 Hotspots for Millionaire HomeownersThe number of U.S. households earning $1 million or more annually grew 446% between 2017 and 2022.
April 23, 2024
Captrust Adopts CAIS Alternative Investment PlatformThe firm's advisors will be able to consolidate alternative products and processes onto a single operating system.
April 17, 2024
The Ten Commandments of Prospecting in 2024I say unto thee: The advisor who prospects well shall inherit the earth.