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.
Want to Refresh Your Website? First, Lose the Yachts
By Janet LevauxWealthy investors are seeking authentic advisors who don't use cookie-cutter messages and images, says April Rudin.
January 30, 2024
What to Know About the Feds' New Ownership Reporting RulesBusiness owners and investors should file any beneficial ownership reports that FinCEN will take, accountant Kenneth Dettman suggests.
January 28, 2024
Helping Affluent Clients Understand the Risk Management LandscapeProtecting their property may be more expensive and complicated than it used to be.
January 26, 2024
10 Must-Knows to Get the Most Out of Charitable GivingWhen it comes to tax-efficient donations, there's a big gap between client expectations and advisors' service delivery.
January 24, 2024
He Fled California Taxes. Now He's Fighting Them in WashingtonWashington has no state income tax but does have a 7% levy on capital gains over $250,000, which raised $900 million its first year.
January 23, 2024
How a Top-Ranked Advisor Saves Her Wealthy Clients MillionsIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.
January 23, 2024
At Schwab Charitable, Giving Jumped 31% in 2023The firm's account holders granted nearly $1.5 billion during the holiday season alone.
January 22, 2024
Even the Ultra-Wealthy Have Holes in Their Safety NetsCheckups can focus on planning objectives, policy verification and any changes in health or lifestyle.