UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Biden Hopes to Tax 'Frozen Cash Value' Life Contracts
By Allison BellThe proposal could have a retroactive effect on some wealthy estate planning clients.
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.
February 23, 2023
8 U.S. Universities With the Most Ultra-Wealthy GradsMore than a third of U.S. residents with $100 million or more went to one of these schools.
February 22, 2023
Top 13 Vacation Home Hotspots for the Ultra-WealthyDuring the right time of year, you'll find these cities flush with wealthy individuals on holiday.
February 21, 2023
Cambridge Launches New Service for Advisors With Wealthy ClientsThe service "creates one entry point" offering access to a range of expertise and guidance, says Jeff Vivacqua.
February 21, 2023
10 Questions for Working a Room Full of StrangersKeep these questions in mind and you'll never be stuck in an awkward silence.
February 15, 2023
From Harvard Law to High-Net-Worth AdvisorFinancial advisor David Hamilton is on a mission to help young professionals build intergenerational wealth.
February 14, 2023
11 Mindset Shifts That Lead to Business GrowthThe first step to better results is reframing the beliefs that hold you back.