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.
Estate Planners Look for Way Out of Connelly Chains
By Allison BellA lawyer says the obvious alternatives to Crown C Supply's arrangement are fine — for a family that never changes.
December 17, 2024
7 Trends in Art Investing by the WealthyCollecting provides high-net-worth clients with an opportunity to further diversify their portfolios.
December 17, 2024
Draft Bill Attacks Wealthy Families' Private Placement Life PoliciesSen. Ron Wyden's proposal would tax the policies and contracts as if they were ordinary investment funds.
December 10, 2024
Aaron Schaben to Leave Carson GroupAaron Schaben will depart at year-end to lead the family office of his former boss.
December 09, 2024
With $124 Trillion Set to Transfer Through 2048, Are Wealth Managers Ready?Heirs are already receiving around $2.5 trillion annually, Cerulli finds.
November 27, 2024
10 Impressive Luxury Gifts for the HolidaysIf your wealthy client is struggling to pick the perfect gift, this guide can help.
November 26, 2024
Boosting Client Service, With a Little Help From Private EquityA free initial plan gets wealthy executives in the door, Mather Group CEO Jennifer des Groseilliers says.
November 22, 2024
BofA Private Bank Nabs $7B Advisor Duo in FloridaPhillip Edwards and Lauren Stuhmer join the financial giant from Citi Private Bank.