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.
Have Your Clients Evaluated Their 2022 Roth Conversion Strategy?
By Robert Bloink | William H. ByrnesThe IRS also has reminders for taxpayers with side jobs and businesses seeking to claim employee retention credits.
November 07, 2022
10 Mistakes That Tank Your Credibility With Wealthy ProspectsWhen running with the big dogs, be careful not to lose touch with reality.
November 07, 2022
UBS Expands Into 'Brazilian Texas' to Reach Newly Minted MillionairesUBS has 1,300 employees, including 570 wealth advisors, dedicated to 50,000 Latin American private-banking clients.
November 04, 2022
UBS Wealth Reshuffles Management in UHNW PushThe firm is also shifting more focus to Florida and Texas as more wealthy clients move there.
November 03, 2022
Time to Boost Protection for Your Lawyer Clients?Advisors with attorneys as clients can help identify gaps in their risk management strategies.
November 01, 2022
12 Luxury Brands That Get You Noticed in the Wealthiest CirclesOnce you are in the right crowd, you want to send the right signals that you belong there.
October 31, 2022
Got Crushed in the Market? Harvest Losses to Lower TaxesIt's been a rocky year in the markets for investors, but smart moves now can make their taxes less painful in April.
October 31, 2022
12 Restaurant Suggestions to Have Ready When Dining With the WealthyHave some solid suggestions at the ready and you can entertain prospects over a good meal at a reasonable price point.