UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
May 27, 2021
9 More Things Never to Say to Wealthy Clients and ProspectsNo one's perfect; I've said some of these myself.
May 21, 2021
Everything You Need to Know About Biden's Capital Gains Tax PlanHere's what the president is proposing and how advisors can help clients reduce or avoid capital gains taxes.
May 19, 2021
10 Things Never to Say to Wealthy ClientsBefore using a phrase that could alienate your client, consider these suggestions for what to say instead.
April 28, 2021
World's Top 10 Multimillionaire HotspotsThese cities have the most residents with $5 million to $30 million in assets, according to Wealth-X.
April 23, 2021
Biden's Capital Gains Tax Hike Wouldn't Just Hit the Wealthy, Advisors SayJeffrey Levine and other advisors discuss how to position clients, including non-millionaires, for this potential tax increase.
April 22, 2021
Biden Eyeing Tax Rate as High as 43.4% in Next Economic PackageFor many wealthy individuals, the new marginal capital gains tax rate would be a steep increase from the current base rate of 20%.
April 21, 2021
8 Trusts That Can Help Reduce Estate TaxesIf proposals from President Biden and Sen. Bernie Sanders come to pass, demand for these trusts could rise dramatically.
April 13, 2021
IQ-EQ to Acquire $1.9B Private Wealth Firm in South DakotaThe purchase of Concord Trust Co. is part of the Luxembourg-based firm's U.S. growth strategy.
March 25, 2021
Sen. Bernie Sanders Introduces Estate Tax BillThe bill raises rates, lowers exemptions and adds higher tax brackets for larger estates.
March 19, 2021
AUM, Hourly or Retainer Fees: Which Model Is Best for Advisors?Advisors Rick Ferri, Penny Phillips and Anna N'Jie-Konte debate the merits of different fee structures.