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.
Captrust Expands in South by Adding $2B Family Office
By John ManganaroAdding Southern Wealth Management will more than double Captrust's existing tax practice, according to the firms.
July 11, 2023
Schwab Sweeps $1M-Plus Clients Into New Private Client ServicesThese clients now have access to a dedicated Schwab consultant at no additional cost.
July 06, 2023
Cerity Partners Adds UHNW Firm in New YorkAJ Wealth manages over $2 billion in assets and specializes in family office services.
July 05, 2023
U.S. Bank Aims for 1 Million Wealth Management ClientsThis goal would essentially double the firm's wealth management business.
July 05, 2023
How an Ex-Goldman Advisor Serves Wealthy Clients in High-Stakes TransitionsOwners of closely held businesses face tremendous challenges when it's time to liquidate their wealth, Gary Hirschberg says.
July 05, 2023
Lazard Fires Head of Financial Advisory Unit for Inappropriate Behavior at PartyLazard's incoming CEO Peter Orszag told staff about the development in an internal memo Sunday.
July 03, 2023
The Planning Skill Set Prized by the Wealthiest ClientsWealthy clients are looking for guidance on how to maximize charitable giving while managing their tax exposure.
July 03, 2023
6 Reasons to Check In With Estate Planning Clients Before Year-EndBig changes in the estate tax framework are coming, and clients with legacy plans have much at stake.