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.
Adam Malamed Reflects on First Year as Sanctuary Wealth CEO
By John ManganaroHe has been working on strategic acquisitions "since before it was cool to be independent," he says.
February 01, 2024
AllianceBernstein Tweaks UHNW Advisors' Title, ProgramThe business plans to grow its client base through more "bespoke solutions" targeting the wealthy.
January 31, 2024
How Envestnet Is Powering a New Approach to Serving Wealthy ClientsEnvestnet is seeing high demand for both high-end and low-end client suppport, Dana D'Auria says.
January 30, 2024
What to Know About the Feds' New Ownership Reporting RulesBusiness owners and investors should file any beneficial ownership reports that FinCEN will take, accountant Kenneth Dettman suggests.
January 28, 2024
Helping Affluent Clients Understand the Risk Management LandscapeProtecting their property may be more expensive and complicated than it used to be.
January 26, 2024
10 Must-Knows to Get the Most Out of Charitable GivingWhen it comes to tax-efficient donations, there's a big gap between client expectations and advisors' service delivery.
January 24, 2024
He Fled California Taxes. Now He's Fighting Them in WashingtonWashington has no state income tax but does have a 7% levy on capital gains over $250,000, which raised $900 million its first year.
January 23, 2024
How a Top-Ranked Advisor Saves Her Wealthy Clients MillionsIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.