UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Tax Planning
Estate Tax Changes Under Biden: Strategies for Affluent vs. Wealthy Clients
By Steve Parrish and Michael FinkeClients of different wealth levels have different goals, so positioning them for possible tax changes calls for different strategies.
August 09, 2020
UBS Advisor to the Ultra-Wealthy Tells What His Clients Need Right NowPeter Rukeyser, nephew of the longtime TV host, tells ThinkAdvisor how he's assuaging client worries through the pandemic.
July 30, 2020
3 Trends Driving Growth in the Wealth Business: CapgeminiTo succeed in today's "unchartered waters," advisory firms must embrace new ways of doing things, says The Rudin Group president.
January 21, 2020
Third of Ultra-Wealthy Families Prefer Time-Limited Approach to Philanthropy: SurveyThese families want to make an impact during their lifetimes, versus the traditional approach of giving in perpetuity.