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.
Citi Posts Gains Across Board as Trading Beats Expectations
By Todd GillespieCitigroup Inc.'s traders turned in their best third-quarter performance in at least a decade as they benefited from the surge in volatility across asset…
October 10, 2024
Trump Vows to End Income Taxes on Americans Living AbroadCurrently, all expats must file tax returns but those who make $126,500 or less aren't required to pay any U.S. taxes.
October 09, 2024
Annuities Can Provide Tax Bracket CushionsAnnuities are not just for middle-income retirement savers, a CFP says.
October 09, 2024
New UHNW Wealth Management Outsourcing Platform Comes to MarketThe new Family Office Resource Group offers a white-labeled solution for wealth managers.
October 03, 2024
Debate: Is the 20% Business Income Deduction Worth It?Our tax experts discuss whether the deduction is an equalizer for small businesses or just another exploitable loophole.
October 03, 2024
Do You Really Know Your UNHW Clients' Spending Rate?The vast majority of ultra-wealthy families don't understand their annual cash flow, leading to missed opportunities.
October 03, 2024
Wealth Enhancement Group Buys $2.4B Hybrid RIA in South CarolinaThe acquired firm, FinTrust Capital Advisors, specializes in advanced financial planning and tax strategies.
September 26, 2024
10 Family Office Trends in 2024Citi Private Bank posed 50 questions to family offices. Here are some insights that emerged.