UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Trump Unveils Gold, Platinum Visas to Cost Up to $5M
By Hadriana Lowenkron and Josh WingroveTrump's new visa program for the world’s wealthy aims to encourage them to immigrate to the U.S.
September 15, 2025
World's 12 Richest PeopleOracle CEO Larry Ellison hit No. 1 last week, but it didn't last long.
September 10, 2025
New Tax Rules Sweeten the Break on Small-Business Stock, but Watch OutWealthy clients can multiply this benefit by gifting, but the rules are complex, especially when using trusts.
September 04, 2025
Merrill, BofA Private Bank Expand Alts Access for Wealthiest ClientsMore clients are seeking nontraditional investments, a Merrill investment exec says.
September 02, 2025
Corient Strikes Two Deals, Creating $430B Wealth GiantThe additions of Stonehage Fleming and Stanhope Capital Group bring $214 billion in assets to the UHNW specialist firm.
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.