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.
12 Ways to Bond With Wealthy Prospects on a Cruise
By Bryce SandersAt sea, you can build relationships quickly and easily.
October 04, 2022
What the Portability Tax Change Means for HNW ClientsIf used properly, the estate and gift tax exemption can provide flexibility and simplicity for both advisors and their wealthy clients.
October 03, 2022
10 Ways to Impress Wealthy Prospects at Social EventsThe fall social season is here. It's a great chance to network if you come prepared.
October 03, 2022
Kim Kardashian to Pay $1.3M to SEC for Crypto ToutingHer 2021 Instagram post "may have been the financial promotion with the single biggest audience reach in history," said one regulator.
September 30, 2022
FPA Board Names President-Elect for 2023Claudia Cypher Kane, a certified financial planner, begins her term on Jan. 1.
September 29, 2022
One Way to Boost Service to UHNW ClientsYounger and newly wealthy clients need help figuring out philanthropy, wealth manager Katherine Fox tells ThinkAdvisor.
September 28, 2022
How 5 Advisors Helped Clients Resolve Family Conflicts Over Money: Advisors' AdviceFor advisors working with wealthy families, investment management is often the easy part.
September 28, 2022
6 New Stats About Wealth in the U.S.The U.S. is home to 53% of the world's ultra-wealthy individuals and 40% of millionaires, according to new data from Credit Suisse.