UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
8 Cross-Border Estate Planning Mistakes to Avoid With Wealthy Clients
By John ManganaroMany wealthy families are spread across borders. Failing to consider this in their planning can have dramatic consequences.
July 11, 2023
Schwab Sweeps $1M-Plus Clients Into New Private Client ServicesThese clients now have access to a dedicated Schwab consultant at no additional cost.
July 05, 2023
How an Ex-Goldman Advisor Serves Wealthy Clients in High-Stakes TransitionsOwners of closely held businesses face tremendous challenges when it's time to liquidate their wealth, Gary Hirschberg says.
July 03, 2023
The Planning Skill Set Prized by the Wealthiest ClientsWealthy clients are looking for guidance on how to maximize charitable giving while managing their tax exposure.
July 03, 2023
6 Reasons to Check In With Estate Planning Clients Before Year-EndBig changes in the estate tax framework are coming, and clients with legacy plans have much at stake.
June 30, 2023
10 Best Restaurants in the World: 2023These eateries likely will impress even the wealthiest clients or prospects — if you can get a reservation.
June 26, 2023
Can Congress Tax Unrealized Gains as Income? Supreme Court May DecideThe case, Moore v. United States, could have implications for the debate over wealth taxes.
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.