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.
Prudential Foundation Provides $655,000 in Grants
By Michael K. StanleyThe Prudential Foundation will assist food banks across the country feed families in need.
December 16, 2011
Special Needs Planning Special Report, Pt. 1: Merrill Releases a CalculatorMerrill Lynch on Thursday premiered a special needs calculator for the parents and caregivers of special needs individuals. The calculator is designed to assist in calculating the amount of money necessary to sustain a special needs person throughout life.
December 13, 2011
Philanthropy Focus: US Bank and the UHNW, Pt 3—Family Retreats; InvestingAt Ascent, clients are asked about the purpose behind their money, to see what kind of impact they want from their philanthropy.
December 13, 2011
Senators Cite Deficiencies in FHFA's Oversight of Fannie and FreddieAs part of an ongoing series of hearings on how to reform housing finance, the Senate Banking Committee heard testimony on Tuesday from the Federal Housing Finance Agencys first inspector general, Steve Linick.
December 12, 2011
Philanthropy Focus: US Bank and the UHNW, Pt. 2—EntrepreneursMichael Cole, president of US Bank's Ascent Private Capital Management, says that UHNW clients can find community around philanthropy, and can use their entrepreneurial skills as well.
December 09, 2011
Five Characteristics of Ultra-High-Net-Worth InvestorsMany financial advisors dream of catering to the most elite investors seeking advice on how to invest their great fortunes. Here is an inside look into the attitudes and characteristics of the denizens of elite advisors mahogany-paneled executive suites.
December 05, 2011
Heritage Planning, Pt. 2: The Future of Your Clients’ FamiliesA comprehensive solution to closing the gap in family heritage planning.
December 01, 2011
Top 10 Favorite Athlete-PhilanthropistsSome might say sports stars make too much money, but many of them do what they can to help others in need.