UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
7 Worries for Ultra-Wealthy Investors in 2024
By John ManganaroPreparing for possible major tax changes is just the beginning, Ben Voelker of Mariner Wealth says.
November 03, 2023
How Adding Riskier Assets Can Lower Portfolio RiskAdvisor David Scranton's approach for clients includes higher-dividend equity strategies and bond-like investments.
October 27, 2023
How a Creative Planning Advisor Helps the Wealthiest ClientsSupporting ultra-wealthy clients involves investment management, estate planning risk management and much more, Brenna Saunders says.
October 24, 2023
10 Habits That Keep Families WealthyMost wealthy families lose it all in three generations, psychologist Courtney Pullen says.
October 19, 2023
20 Universities With the Most Ultra-Wealthy GradsA fifth of people with more than $100 million attended these schools, according to Henley & Partners.
October 12, 2023
Top 15 Cities for the Ultra-Wealthy: 2023The number of centimillionaires increased 12% from a year ago, according to Henley & Partners.
October 03, 2023
7 Trends in Year-End Planning for Wealthy ClientsMany clients need help applying this year's stock gains to their legacy goals, Paulina Mejia says.
October 03, 2023
20 Richest Women in the U.S.: Forbes, 2023Forbes today revealed its updated, heavily researched ranking of the 400 richest people in the U.S.