UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
November 30, 2022
The 10 Best Bars in the World: 2022You never know who you might meet over a cocktail, especially at these top-ranked establishments.
November 21, 2022
World's 15 Safest Cities to Visit in 2023Here are the safest cities for travelers, according to a Berkshire Hathaway Travel Protection poll of visitors with first-hand knowledge of these hot spots. .
November 17, 2022
UBS Launches New Offering For UHNW Clients: Tech RoundupAlso, FP Alpha releases second-generation tax projection tool.
November 17, 2022
10 Do's and Don'ts for Fine Dining With Potential ClientsDon't let your new wealthy friends assume you were raised by wolves.
November 17, 2022
12 Reasons Investors Would Move All Their Assets to One AdvisorSometimes all the advisor has to do is ask.
November 16, 2022
9 Reasons This Popular Trust Isn't Just for the Super-WealthySpousal lifetime access trusts have estate and retirement planning benefits even for clients below the estate tax threshold.
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 07, 2022
10 Mistakes That Tank Your Credibility With Wealthy ProspectsWhen running with the big dogs, be careful not to lose touch with reality.
November 01, 2022
12 Luxury Brands That Get You Noticed in the Wealthiest CirclesOnce you are in the right crowd, you want to send the right signals that you belong there.
October 31, 2022
12 Restaurant Suggestions to Have Ready When Dining With the WealthyHave some solid suggestions at the ready and you can entertain prospects over a good meal at a reasonable price point.