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.
10 Habits That Keep Families Wealthy
By Jane Wollman RusoffMost wealthy families lose it all in three generations, psychologist Courtney Pullen says.
October 19, 2023
20 Universities With the Most Ultra-Wealthy GradsA fifth of people with more than $100 million attended these schools, according to Henley & Partners.
October 18, 2023
3 Steps to Helping Clients With TrustsTo maintain family assets across generations, build emotional trust and work with legal trusts when it makes sense.
October 17, 2023
How an IRS Contractor Leaked Tax Data on Trump, Bezos and MuskCharles Littlejohn stole tax information on thousands of wealthy Americans and leaked it to several media outlets.
October 17, 2023
4 Tax and Planning Tips for Retiring AbroadForeign laws can affect expats' retirement income and estate plans in ways they might not expect.
October 16, 2023
Raymond James to Use J.P. Morgan's 55ip Tax-Smart Portfolio ToolThe broker-dealer is the first to use 55ip's technology across its full suite of managed account services.
October 12, 2023
Allan Roth: Amid Israel-Hamas War, U.S. Investors Should Stay the CourseThe longtime Bogle aficionado urges advisors not to let emotions around the war affect clients' investment strategies.
October 12, 2023
Elite Wall Street Firms, Advisors Are Swapping SMAs for ETFsThe aim is to exploit the famous tax efficiency of the ETF wrapper, which means funds rarely incur capital gains tax.