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 Top Giving Trends Among UHNW Families
By John ManganaroThe wealthiest clients want to feel more connected with their causes and engage in more purposeful philanthropy.
July 26, 2023
J.P. Morgan Private Bank Adds UHNW Family Office ServicesThe bank says it is working with over 40% of U.S. families with a net worth of over $100 million and more than half of America's billionaires.
July 22, 2023
8 Cross-Border Estate Planning Mistakes to Avoid With Wealthy ClientsMany wealthy families are spread across borders. Failing to consider this in their planning can have dramatic consequences.
July 14, 2023
10 States Where The Top 1% Earn the MostNationwide, it takes $652,657 to be considered among the top 1%. In these states, it's even more.
July 13, 2023
How Advice Differs When Your Average Client Has $100MClients who expect their money to outlive them have different needs, Callan Family Office CEO Jack Ginter tells ThinkAdvisor.
July 11, 2023
Schwab Sweeps $1M-Plus Clients Into New Private Client ServicesThese clients now have access to a dedicated Schwab consultant at no additional cost.
July 05, 2023
How an Ex-Goldman Advisor Serves Wealthy Clients in High-Stakes TransitionsOwners of closely held businesses face tremendous challenges when it's time to liquidate their wealth, Gary Hirschberg says.
July 03, 2023
The Planning Skill Set Prized by the Wealthiest ClientsWealthy clients are looking for guidance on how to maximize charitable giving while managing their tax exposure.