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.
10 Do's and Don'ts for Fine Dining With Potential Clients
By Bryce SandersDon't let your new wealthy friends assume you were raised by wolves.
November 16, 2022
Does Your Client Need a Trust?Trusts can offer a level of flexibility that wills cannot, but is one right for your client?
November 14, 2022
How Advisors Can Prepare Wealthy Clients for an Uncertain YearCash management is crucial for this year and next, UBS' Brenda O'Connor Juanas tells ThinkAdvisor.
November 09, 2022
Tom Brady, Other Investors Hit by Crypto FiascoAlong with his ex-wife Gisele Bundchen, the quarterback helped finance FTX, Sam Bankman-Fried's once-high-flying crypto exchange.
November 09, 2022
Have Your Clients Evaluated Their 2022 Roth Conversion Strategy?The IRS also has reminders for taxpayers with side jobs and businesses seeking to claim employee retention credits.
November 09, 2022
From Pets to Polyamory, 12 Unique Estate Planning QuestionsToday's advisors also need to be well informed on other topics — like digital assets and frozen embryos — to best serve clients.
November 09, 2022
Want to Work With Pro Athletes? Try a 3-Bucket StrategyJoe McLean, ex-pro basketball player turned advisor, works with NBA, MLB and NFL stars by creating a "locker room" climate for talking finance.
November 07, 2022
10 Mistakes That Tank Your Credibility With Wealthy ProspectsWhen running with the big dogs, be careful not to lose touch with reality.