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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.
BlackRock Enters New League With $450B in Alternative Assets
By Silla BrushThe closing of the firm's $12.5 billion acquisition of GIP means it's closing in on industry leaders like Blackstone, Apollo and KKR.
October 09, 2024
New UHNW Wealth Management Outsourcing Platform Comes to MarketThe new Family Office Resource Group offers a white-labeled solution for wealth managers.
October 03, 2024
Debate: Is the 20% Business Income Deduction Worth It?Our tax experts discuss whether the deduction is an equalizer for small businesses or just another exploitable loophole.
October 03, 2024
Do You Really Know Your UNHW Clients' Spending Rate?The vast majority of ultra-wealthy families don't understand their annual cash flow, leading to missed opportunities.
October 03, 2024
Wealth Enhancement Group Buys $2.4B Hybrid RIA in South CarolinaThe acquired firm, FinTrust Capital Advisors, specializes in advanced financial planning and tax strategies.
September 26, 2024
10 Family Office Trends in 2024Citi Private Bank posed 50 questions to family offices. Here are some insights that emerged.
September 25, 2024
How the NFL Became an Alternative InvestmentExposure to professional sports fits comfortably in a modern portfolio asset mix, says Neil Blundell of CAIS.
September 24, 2024
10 Cities With the Most Ultra-Wealthy ResidentsThe number of people with $30 million or more in the U.S. rose 13% in 2023, according to Altrata.