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.
Trump Vows to End Income Taxes on Americans Living Abroad
By Stephanie LaiCurrently, all expats must file tax returns but those who make $126,500 or less aren't required to pay any U.S. taxes.
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.
September 25, 2024
How the NFL Became an Alternative InvestmentExposure to professional sports fits comfortably in a modern portfolio asset mix, says Neil Blundell of CAIS.
September 24, 2024
10 Cities With the Most Ultra-Wealthy ResidentsThe number of people with $30 million or more in the U.S. rose 13% in 2023, according to Altrata.
September 23, 2024
The 60/40 Portfolio Isn't Dead. But Is It Enough?To enhance client portfolios, advisors might want to look beyond stocks and bonds.