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.
9 Reasons This Popular Trust Isn't Just for the Super-Wealthy
By Jeff BermanSpousal lifetime access trusts have estate and retirement planning benefits even for clients below the estate tax threshold.
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.
November 09, 2022
Have Your Clients Evaluated Their 2022 Roth Conversion Strategy?The IRS also has reminders for taxpayers with side jobs and businesses seeking to claim employee retention credits.
November 09, 2022
From Pets to Polyamory, 12 Unique Estate Planning QuestionsToday's advisors also need to be well informed on other topics — like digital assets and frozen embryos — to best serve clients.
November 09, 2022
Want to Work With Pro Athletes? Try a 3-Bucket StrategyJoe McLean, ex-pro basketball player turned advisor, works with NBA, MLB and NFL stars by creating a "locker room" climate for talking finance.
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.