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.
Can Congress Tax Unrealized Gains as Income? Supreme Court May Decide
By Jimmy HooverThe case, Moore v. United States, could have implications for the debate over wealth taxes.
June 22, 2023
Charitable Giving in Focus on June 27 WebcastJoin this expert panel discussion on trends in philanthropy, the use of donor-advised funds and more updates for advisors and their clients.
June 20, 2023
Tax Breaks Now, Charitable Gifts Later: What to Know About Donor-Advised FundsSchwab Charitable's Fred Kaynor talks about why donor-advised funds are popular with donors and financial advisors.
June 19, 2023
Biden 2024 Kickoff Focuses on Economy, Wealthy"It's time for millionaires and billionaires and big corporations to pay their fair share," he said Saturday to a crowd of union workers in Philadelphia.
June 16, 2023
Avoid These Big 'Retirement' Mistakes Business-Owner Clients MakeClients selling a closely held business can get caught by unexpected tax bills and lifestyle changes.
June 14, 2023
8 Keys to Meeting the Needs of Ultra-Wealthy ClientsFor starters, be prepared for a deep dive into tax and estate planning.
June 12, 2023
Morgan Stanley, Goldman at Odds on S&P 500's Bull Market Rally"More are declaring the bear market officially over; we respectfully disagree due to our 2023 earnings forecast," said Morgan Stanley's Michael Wilson.
June 08, 2023
Yale Prof: Why Wealthy Clients Chase Performance; What Personal Finance Gurus Get RightJames Choi discusses his studies on how millionaires invest and how popular authors' advice stacks up against professors'.