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.
Carson's Latest Hires Include Ex-Commonwealth HNW Exec
By John ManganaroHeather Zack joins the group's private client services team and will report to Dani Fava, chief strategy officer.
September 03, 2025
Modera Wealth Buys Accounting Firm to Boost In-House Tax ServicesThe founder of the firm, New Jersey-based Ferrentino and Associates, will become Modera's director of tax services.
September 02, 2025
No Lone Rangers Here: RIA Looks for Team Players to Serve UHNW ClientsNewEdge Capital Group grows its advisor base with an emphasis on finding solutions, partner Ghislain Gouraige maintains.
September 02, 2025
Corient Strikes Two Deals, Creating $430B Wealth GiantThe additions of Stonehage Fleming and Stanhope Capital Group bring $214 billion in assets to the UHNW specialist firm.
August 27, 2025
MAI Capital to Unite With UHNW-Focused Evoke AdvisorsSenior executives say the deal will elevate the scope and quality of services provided to their combined clients.
August 26, 2025
HNW Client Segment to Hit $30T by 2028: CerulliWealth creation and concentration among highly affluent households have surged in recent years — with more growth coming.
August 26, 2025
7 Cities Where a Luxury Home Costs Less Than $1MIn early 2025, the U.S. mean luxury home sale price was $1,348,065 — up 88% from 2015, Redfin finds.
August 22, 2025
Proposed Social Security-Style Long-Term Care Benefit Gets High MarksProvisions of the WISH Act would dramatically improve many Americans’ retirement prospects, a Morningstar report suggests.