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.
How to ‘Bulletproof’ a Will With a No-Contest Clause
By John ManganaroEarly and consistent communication reduces estate planning conflict, but legal mechanisms are also available when challenges are expected.
January 08, 2025
What It Takes to Succeed in Advising Wealthy ClientsA webcast Jan. 15 will offer an expansive discussion of trends and challenges among the wealthy.
January 08, 2025
Fisher Investments Completes $3B Minority Stake SaleNew backers include Advent International and a wholly owned subsidiary of the Abu Dhabi Investment Authority.
January 08, 2025
BofA Forms Specialist UHNW GroupThe roughly 25 specialists will help Merrill advisors with loans, estate planning and investment management.
January 03, 2025
How HNW Families Can Protect Themselves and Their Wealth: StudyAffluent households face challenges in securing adequate insurance coverage, particularly in catastrophe-prone areas, HUB International found.
January 02, 2025
American College Launches Donor-Advised Fund Training ProgramThe inaugural set of in-person education sessions will be held in Dallas in April.
December 31, 2024
Estate Planners Look for Way Out of Connelly ChainsA lawyer says the obvious alternatives to Crown C Supply's arrangement are fine — for a family that never changes.
December 30, 2024
The Keys to Finding Financial HarmonyBringing out clients’ feelings is vital to aligning their money with their lifestyle, says author Preston D. Cherry.