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.
Lessons from Aretha Franklin's Legacy
By Michael BabikianMake sure your clients' families get what they need when they need it.
June 19, 2019
Mercer Global Adds $510M Group in SoCalThe firm, Jackson Financial, includes 14 team members.
May 24, 2019
'Softer' Side of Planning More Important to Clients Than DocumentsLegacy planning can help advisors make connections to the next generation of wealth so that advisors maintain assets when clients pass.
April 26, 2019
Help Clients Organize What They're Trying to Pass OnSo, you've helped them with life insurance. What about... helping beneficiaries understand what was passed on?
April 11, 2019
Who Will Be the HNW Advisors of the Future?The Family Office Exchange surveyed its members on how they hire and develop new advisors.
March 13, 2019
Inside Merrill's New Framework for Wealthy FamiliesFamily governance experts Valerie Galinskaya and Matthew Wesley tell ThinkAdvisor how to help wealthy clients develop spending plans.
February 05, 2019
10 Big Financial Mistakes Wealthy Families MakeThere's no uniform method for handling great wealth, but talk to enough HNW advisors and patterns start to emerge.
February 05, 2019
The Impact of Cognitive Decline on Families' Finances: RBC SurveyRBC's Jen McGarry stressed that the industry has a significant role to play in protecting vulnerable populations.