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.
Hightower Expands Family Office
By Rob BurgessAimed at serving UHNW clients, the enhanced offering builds on relationships with NEPC and the family office firm GTBA.
June 05, 2026
12 Things That Set Top-Performing Wealth Managers ApartNew research on 2,385 advisors sorts out the best practices.
June 03, 2026
Modern Wealth Acquires $1.1B Flaharty Asset ManagementStaying small is risky in today's RIA market, Modern Wealth President Jason Gordo says.
June 03, 2026
6 Asset Shifts Family Offices Are Making: UBSThe number of offices making significant portfolio changes is up substantially from last year, UBS reports.
June 02, 2026
Why Tax Planning Is a Must-Have for Business Clients"You can't do the investment side without looking at the tax side," Threadline Wealth CEO Justin Fisher tells ThinkAdvisor.
June 02, 2026
10 Travel Tips Your Wealthy Friends Might Not KnowTravel is the secret language of the wealthy. Sharing experiences shows you're part of the crowd.
May 29, 2026
Schwab Seeks to Reassure RIAs as Wealth Advisory Unit Grows"We will continue to be transparent with our advisors," says Jonathan Beatty, who heads Schwab Advisor Services.
May 28, 2026
Epstein Files Reveal Long-Running Ties With One Wealth ManagerPaul Morris was part of the concierge team that shepherded Epstein's wealth at two of the world's largest banks.