UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
SEIA Names New Director of Estate and Tax Planning
By John ManganaroApril Rosenberry will be responsible for elevating the client experience and expanding support resources for advisors.
February 14, 2024
10 Things to Know About Estate Planning for Cross-Border CouplesWhen one spouse is a noncitizen, the couple's heirs could be in for a big tax surprise.
February 12, 2024
An Asset Manager's Key to Boosting After-Tax WealthFrank Pape of Frontier talks about tax-friendly investment processes and why advisors should stop discussing "standard deviations."
February 06, 2024
9 Ways to Connect With the Wealthy Without Being PushyHow can you interact in wealthy circles without looking like you are trying too hard?
February 02, 2024
Why Life Insurance Assets Might Still Be Safe From CongressCarmi Margalit, S&P's life head, said cutting inside buildup looks ugly up close.
January 31, 2024
How Envestnet Is Powering a New Approach to Serving Wealthy ClientsEnvestnet is seeing high demand for both high-end and low-end client suppport, Dana D'Auria says.
January 30, 2024
What to Know About the Feds' New Ownership Reporting RulesBusiness owners and investors should file any beneficial ownership reports that FinCEN will take, accountant Kenneth Dettman suggests.
January 28, 2024
Helping Affluent Clients Understand the Risk Management LandscapeProtecting their property may be more expensive and complicated than it used to be.