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.
Top Interests and Hobbies of the Ultra-Wealthy
By Michael S. FischerHere's how people with $30 million or more like to spend their time, according to Altrata.
October 02, 2025
Wealthy Clients’ New Demand for Advisors: Reduce Their Tax BillNearly 70% of affluent clients expect tax planning, but only 47% of advisors offer it, a new paper finds.
October 02, 2025
UHNW Institute Launches Single-Family Office Leadership GroupThe Single Family Office Circle's offerings include unbiased content, peer forums, practice development tools and networking resources.
September 30, 2025
15 Best U.S. Restaurants: 2025These hotspots are sure to impress clients and prospects — if you can get a reservation.
September 29, 2025
Cetera Rolls Out New Services for Business-Owner ClientsThe firm is working with Cornerstone Business Services to help advisors coach clients through complex ownership transitions.
September 29, 2025
Foundation Source Adds Multi-Custodial Capabilities to DAF PlatformThe enhancement is enabled through the firm's new custodial data access partnership with BridgeFT.
September 29, 2025
Meet the Luminaries Class of 2025 FinalistsNearly 265 financial services firms and groups are being recognized for exemplary leadership, innovation and community impact.
September 26, 2025
11 Unwritten Rules That Keep People WealthyIf you understand the values of the wealthy, you can help them stay that way.