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.
Wealth Enhancement Acquires $22B RWA Wealth Partners
By Rob BurgessAfter closing, the independent firm will have over $187.1 billion in client advisory, trust and brokerage assets.
September 29, 2026
Northwestern Mutual Rolls Out Family Office Services for Ultra-Rich ClientsThe integrated offering is designed to serve select investors with more coordinated, multi-generational financial planning.
September 25, 2026
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Your Wealthy Clients Might Need More Life Insurance Than They ThinkIt helps to frame the conversation around continuity and stewardship rather than death, says Joey Didier of Summit Financial Group.
September 25, 2026
HNW Cash Service for RIAs Added to Schwab MarketplaceSave's Market Savings Program is designed for family offices and wealthy investors who prefer large cash balances.
September 23, 2026
Corient Adds $2.6B Multifamily Office in Cayman IslandsThe Miami-based firm manages about $572 billion globally.
September 22, 2026
Amid Uncertainty, Family Offices Shift Toward Public EquitiesNearly half of respondents to a Citi Wealth survey increased their public stock exposure during the year.
September 10, 2026
4 Ways Insurance Can Complement Traditional InvestmentsCash on hand is nice, as are stock-based assets, but today's investor shouldn't overlook the benefits that insurance offers.
September 10, 2026
The AUM-Boosting Question Advisors Aren't AskingNearly 90% of wealthy clients in a survey reported held-away assets, but many expressed willingness to consolidate.