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.
Wall Street Hates Saying 'ESG' But Is Hardwiring It Into Finance
By Alastair Marsh and Lisa PhamThe finance industry is now grappling with a second year of attacks on ESG by key Republicans and state attorneys general.
August 01, 2023
A Different Way Parents Can Help With RetirementStephen Dunbar says adult children of parents who are both wealthy and healthy should explore this option.
August 01, 2023
3 Things to Know About a Coming Wealth Planning TrapJohn Hancock's advanced markets head says new rules could affect a relatively large segment of the U.S. high-net-worth market.
July 31, 2023
7 Top Giving Trends Among UHNW FamiliesThe wealthiest clients want to feel more connected with their causes and engage in more purposeful philanthropy.
July 28, 2023
Give Small-Business Owners More Than 'the Number'Business owners need financial guidance throughout the business life cycle, not just when they are looking to sell.
July 27, 2023
Looking for a Guaranteed 4% Portfolio Return? Try a TIPS Ladder.After creating a TIPS ladder, Wealth Logic founder Allan Roth has been doing the same for his clients.
July 26, 2023
J.P. Morgan Private Bank Adds UHNW Family Office ServicesThe bank says it is working with over 40% of U.S. families with a net worth of over $100 million and more than half of America's billionaires.
July 26, 2023
Why Commercial Real Estate's Pullback Means 'Opportunity': Fund ManagerAdvisors should beware of the "yield trap" when helping clients invest in these assets, says Midloch CEO Andy Sinclair.