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.
SVB's Auction Block Includes Wealth Unit, Fund Manager
By Dan ReichlThe unit had $17 billion in assets, including from clients gained in its 2021 acquisition of Boston Private.
March 09, 2023
Biden Unveils $6.9T Budget, Sets Up Showdown With GOPThe proposal asks lawmakers to bolster the social safety net through a flurry of new taxes on the wealthy and corporations.
March 09, 2023
Biden to Push for 25% Billionaire Tax, Capital Gains Hike on RichThe proposal would nearly double the long-term capital gains rate for investors earning $1 million or more.
March 08, 2023
Why 'Retirement' Language Falls Flat With the Ultra-WealthyThese clients have different goals than the mass affluent, David Savir of Element Pointe Family Office tells ThinkAdvisor.
March 07, 2023
Biden Proposes Tax Hike on Income Over $400K to Fund MedicareThe president's budget also proposes the ending of a tax loophole used by business owners and higher earners.
March 02, 2023
Divorce Looks Like Forced Early Retirement for Many Wealthy Women, Advisor SaysDivorcing HNW women who weren't breadwinners can have complex planning needs, Michelle Smith tells ThinkAdvisor.
March 02, 2023
Debate: Should Multimillion-Dollar 401(k)s, IRAs Be Reported to the IRS?Our tax experts discuss whether a proposed requirement on the wealthiest would backfire on middle-income Americans.
February 24, 2023
Collaborative Divorce: How Advisors Can Help Their Clients Split AmicablyThis alternative divorce process keeps couples out of court, and advisors have an important role to play.