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.
Why UHNW Families Are Forming Private Trust Companies
By Chip MartinThis structure gives families more control over investments and distributions and more flexibility over asset and governance issues.
January 25, 2023
CFP Board to Split Into 2 Nonprofit GroupsThe reorganization won't affect CFP requirements or the setting and enforcement of certification standards, the group says.
January 24, 2023
Schwab Buys Membership Network for UHNW FirmsThe Family Wealth Alliance's members serve about 25,000 families and advise on about $500 billion of assets.
January 19, 2023
New Bill Would Raise Capital Gains Tax on Wealthy New YorkersThe new 7.5% tax could apply to single New York residents with a taxable income of over $400,000.
January 19, 2023
10 Cheapest Countries to Retire Abroad: 2023Some of the countries on this list from International Living may surprise you.
January 18, 2023
How 7 Advisors Forged Bonds With CPAs, Lawyers: Advisors' AdviceBuilding these alliances takes a lot of networking and often a little creativity, advisors told us.
January 13, 2023
'Taxachusetts' Revived in New England After Millionaire SurtaxMassachusetts voted in favor of imposing a 4% surtax on taxable incomes over $1 million after a closely fought campaign.
January 10, 2023
Accredited Investor vs. Qualified Purchaser: What's the Difference?Being an accredited investor or qualified purchaser shows a level of investing sophistication, but there are key differences.