UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
This Step Can Prevent an Income Planning Nightmare for Wealthy Clients
By Allison BellSales director Jack Elder warns that neglect can turn one popular retirement strategy into taxable compensation.
September 18, 2023
This Insurance Policy Works Like a '2-Way Roth IRA,' UHNW Advisor SaysPrivate placement life insurance can be valuable for wealthy clients, but misunderstandings abound, says Cresset's Aiden Elliott.
September 15, 2023
The Big Estate Tax Exemption Cut Is Just One Planning Trend to FollowOther developments to watch: Irrevocable trusts might not be as irrevocable as they seem.
September 01, 2023
How to Help UHNW Clients Pass On Their FortunesGet a family governance plan in place before it's too late, advises Jill Shipley.
August 21, 2023
This Worrying Trend in Philanthropy Could Hurt Advisors, TooIncreasing concentration of wealth poses a risk for charities and advisors alike, Laura McDonald warns.
August 17, 2023
California Closes State-Tax Loophole for Some TrustsClients who have established non-grantor trusts in tax-friendly states should be aware of this new law.
August 15, 2023
RIA Taps Ex-BlackRock Private Wealth Head for CEO SlotSageView Advisory Group appointed John Longley as its CEO and named founder Randy Long as its chairman.
August 01, 2023
A Different Way Parents Can Help With RetirementStephen Dunbar says adult children of parents who are both wealthy and healthy should explore this option.