UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
10 Things to Know About Estate Planning for Cross-Border Couples
By Allison BellWhen one spouse is a noncitizen, the couple's heirs could be in for a big tax surprise.
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.
January 26, 2024
10 Must-Knows to Get the Most Out of Charitable GivingWhen it comes to tax-efficient donations, there's a big gap between client expectations and advisors' service delivery.
January 23, 2024
How a Top-Ranked Advisor Saves Her Wealthy Clients MillionsIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.
January 22, 2024
Even the Ultra-Wealthy Have Holes in Their Safety NetsCheckups can focus on planning objectives, policy verification and any changes in health or lifestyle.