UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Advisors Win Clients They Want With Estate Planning: Vanilla CEO
By John ManganaroYears ago, Gene Farrell says, estate planning was seen as the sole purview of attorneys. Not anymore.
October 02, 2025
Wealthy Clients’ New Demand for Advisors: Reduce Their Tax BillNearly 70% of affluent clients expect tax planning, but only 47% of advisors offer it, a new paper finds.
October 02, 2025
UHNW Institute Launches Single-Family Office Leadership GroupThe Single Family Office Circle's offerings include unbiased content, peer forums, practice development tools and networking resources.
September 29, 2025
Cetera Rolls Out New Services for Business-Owner ClientsThe firm is working with Cornerstone Business Services to help advisors coach clients through complex ownership transitions.
September 22, 2025
Trump Unveils Gold, Platinum Visas to Cost Up to $5MTrump's new visa program for the world’s wealthy aims to encourage them to immigrate to the U.S.
September 22, 2025
Here Are the States With Estate or Inheritance Taxes: 2025Only the wealthiest estates pay federal taxes under OBBBA, but several states have levies of their own.
September 17, 2025
How to Protect Estate Plans From Natural DisastersYou thought about tax laws and family psychology. What about floods?
September 15, 2025
World's 12 Richest PeopleOracle CEO Larry Ellison hit No. 1 last week, but it didn't last long.