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.
World's 15 Safest Cities to Visit in 2023
By Michael S. FischerHere are the safest cities for travelers, according to a Berkshire Hathaway Travel Protection poll of visitors with first-hand knowledge of these hot spots. .
November 17, 2022
UBS Launches New Offering For UHNW Clients: Tech RoundupAlso, FP Alpha releases second-generation tax projection tool.
November 17, 2022
10 Do's and Don'ts for Fine Dining With Potential ClientsDon't let your new wealthy friends assume you were raised by wolves.
November 17, 2022
12 Reasons Investors Would Move All Their Assets to One AdvisorSometimes all the advisor has to do is ask.
November 16, 2022
9 Reasons This Popular Trust Isn't Just for the Super-WealthySpousal lifetime access trusts have estate and retirement planning benefits even for clients below the estate tax threshold.
November 16, 2022
Does Your Client Need a Trust?Trusts can offer a level of flexibility that wills cannot, but is one right for your client?
November 14, 2022
How Advisors Can Prepare Wealthy Clients for an Uncertain YearCash management is crucial for this year and next, UBS' Brenda O'Connor Juanas tells ThinkAdvisor.
November 09, 2022
Tom Brady, Other Investors Hit by Crypto FiascoAlong with his ex-wife Gisele Bundchen, the quarterback helped finance FTX, Sam Bankman-Fried's once-high-flying crypto exchange.