UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
HNW Clients Have Trouble Protecting What They Love
By Allison BellPassing down collectibles is a more involved process than many wealthy clients expect, offers Trevor Brody of Hub Private Client.
September 29, 2026
PRO
Missing Piece in Wealth Transfers? For Many Wealthy Families, It's Therapy.Of the 150 HNW families he represents, "probably 20 don't talk to each other," Berger Singerman partner Marc Shuster says.
September 29, 2026
Osaic Holds New HNW Event for AdvisorsExecutive Joe Gaeckle says the firm created the three-day symposium for financial professionals already serving this market.
September 25, 2026
PRO
Your Wealthy Clients Might Need More Life Insurance Than They ThinkIt helps to frame the conversation around continuity and stewardship rather than death, says Joey Didier of Summit Financial Group.
August 25, 2026
Does Fear Motivate Clients or Manipulate Them?Using "what-ifs" can prompt clients to take important planning steps, but some advisors object to the approach.
August 17, 2026
Billionaire Mark Cuban Calls Wealth Tax Loan Proposal 'Insane'Rep. Ro Khanna of California suggested that the government could lend money to help billionaires pay the tax.
July 22, 2026
Cresset Adds $1.1B Advisory TeamNick Smith and Chris Tiano were previously directors at Lazard Wealth.
June 10, 2026
Hightower Expands Family OfficeAimed at serving UHNW clients, the enhanced offering builds on relationships with NEPC and the family office firm GTBA.