UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Super Rich Now Hold More Wealth Than All of the Middle Class
By Alex Tanzi and Mike DorningThe top 1% represents about 1.3 million households who each roughly make more than $500,000 a year.
September 28, 2021
Richest Americans Use This Trust to Avoid Estate Taxes: ProPublicaLaurene Powell Jobs, Charles Koch, Michael Bloomberg and other members of the top 0.1% have relied on grantor retained annuity trusts.
September 27, 2021
A Strategy for When Your Friends Are Chosen for YouWhen chance or circumstance throws you and new people together, silence can be less than golden. Here are some pointers.
September 20, 2021
More Wealthy Business Owners Looking to Retire, Move or Sell: SurveyTwo-thirds of wealthy business owners say COVID accelerated their plans to retire or sell, Clarfeld | Citizens Private Wealth found.
September 09, 2021
SALT Cap Confounds House Democrats Crafting Taxes for Biden PlanThe nonpartisan Joint Committee on Taxation has estimated that repealing the SALT cap would cut taxes for more than 13 million people.
September 07, 2021
Hightower Takes Stake in $1.5B Multi-Office RIAAlexandria Capital, based near Washington, D.C., has locations in Boston; Juneau, Alaska; New York; and Portland, Oregon.
September 02, 2021
The Ten Commandments of Post-Pandemic ProspectingAs you get back out there to find new clients, you'll likely find prospecting the same, yet different.
July 26, 2021
JPMorgan to Hire 550 Brokers, More Than Doubling Its Current BaseThe firm also grabbed new leaders from Goldman and Merrill.