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.
15 Countries With the Most Billionaires
By Michael S. FischerThe global billionaire population last year grew at its fastest pace since 2020, Altrata research finds.
August 24, 2026
What It Takes to Advise Athletes and Entertainers at UBS"It takes a little more education and effort" to build these relationships, says Adewale Ogunleye, who runs a training program.
August 24, 2026
6 Creative Ways Financial Pros Met Wealthy ProspectsWhen you talk to successful advisors, there is often a story about how they got their big break.
August 19, 2026
Family Offices Favor Direct Investments Over Hedge Funds and Private Credit: ReportThe shift reinforces a trend FINTRX has been watching, research associate Patrick Galvin says.
August 17, 2026
Billionaire Mark Cuban Calls Wealth Tax Loan Proposal 'Insane'Rep. Ro Khanna of California suggested that the government could lend money to help billionaires pay the tax.
August 13, 2026
Your Clients Want to Talk About Estate Planning. Don't Shy Away.Done right, the process can lead to stronger client relationships and increased AUM, Vanilla's Gene Farrell says.
August 12, 2026
For a Successful Gray Marriage, Plan for the End at the Beginning"Young couples think love will conquer all," an attorney says, "but gray couples realize careful planning conquers all."
August 11, 2026
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How UHNW Clients Can Brace for a Potential California Wealth TaxAdvisors offer guidance on what to do if a one-time 5% wealth tax passes.