UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
New Tax Rules Sweeten the Break on Small-Business Stock, but Watch Out
By Robert Bloink and William H. ByrnesWealthy clients can multiply this benefit by gifting, but the rules are complex, especially when using trusts.
August 11, 2025
What Wealthy Families Can Learn From a Rock Star’s EstateThe basics of what Ozzy Osbourne’s blended family is going through are actually very common, says one attorney.
August 05, 2025
15 Wealthiest Suburbs in America: 2025These enclaves are home to six-figure earners in multimillion-dollar houses, according to GOBankingRates.
July 28, 2025
A Pastor and CFP Helps Clients Overcome Financial TraumaThe 9/11 attacks put Nicole B. Simpson, a Morgan Stanley advisor at the time, on a different path.
July 28, 2025
Income Annuities Meet Irrevocable TrustsFor the wealthiest clients, this combination can help establish a stable cash flow for future generations.
July 24, 2025
Cutting Clients' Taxes Is a Must-Have Skill for Advisors: CerulliYet less than half of practices offer tax planning today, according to the research firm's latest study.
July 24, 2025
12 States Where It Takes the Most Income to Be in the Top 1%While economic conditions vary, it takes $731,492 on average to be part of this elite group, SmartAsset reports.
July 21, 2025
Treasury Delays AML Rule for Advisors to Conduct 'Broad Review'FinCEN also intends to revisit the proposed customer identification requirements for advisors.