UHNW Client Services
Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
North American Family Offices Eye Up Cannabis and Crypto Investments
By Michael S. FischerEighty-six percent of North American family offices report that their wealth increased over 2020 and 2021.
November 17, 2021
Senate SALT Plan Would Fully Lift Cap Within Income LimitsSanders said those earning above the top limit could still claim up to $10,000, the current maximum deduction.
November 15, 2021
This Tax Break Can Save Ultra-Wealthy Clients MillionsThe qualified small-business stock capital gains exclusion can help founders and early-stage employees avoid taxes.
November 15, 2021
How Advisors Land Young, Wealthy Clients: Advisors' AdviceYoung, wealthy investors strongly prefer to manage their own investments. These advisors persuaded them to change their mind.
November 12, 2021
SALT Cap Is Poised to Get Looser as Democrats Debate Tax ReliefHouse Democrats want to raise the cap to $80,0000, while Senate Democrats aim to phase out the deduction for those with about $400,000 or more in income.
November 09, 2021
Morgan Stanley to Let Wealthiest Clients Invest in Private CompaniesThe wirehouse's new Direct Investment Access Program will be open to clients with at least $20 million in assets.
November 04, 2021
10 Reasons Your Client Needs a Wealth ReportA thorough, well-presented wealth report should get your client feeling good and in the mood to take action.
November 04, 2021
Tax Hikes in House Version of Biden Plan Come to Nearly $1.48T, Panel SaysIncreasing the cap on state and local tax deductions to $72,500 from $10,00 would raise about $2 billion over a decade.