UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Estate Planners Look for Way Out of Connelly Chains
By Allison BellA lawyer says the obvious alternatives to Crown C Supply's arrangement are fine — for a family that never changes.
December 17, 2024
7 Trends in Art Investing by the WealthyCollecting provides high-net-worth clients with an opportunity to further diversify their portfolios.
December 17, 2024
Draft Bill Attacks Wealthy Families' Private Placement Life PoliciesSen. Ron Wyden's proposal would tax the policies and contracts as if they were ordinary investment funds.
December 09, 2024
With $124 Trillion Set to Transfer Through 2048, Are Wealth Managers Ready?Heirs are already receiving around $2.5 trillion annually, Cerulli finds.
November 27, 2024
10 Impressive Luxury Gifts for the HolidaysIf your wealthy client is struggling to pick the perfect gift, this guide can help.
November 22, 2024
BofA Private Bank Nabs $7B Advisor Duo in FloridaPhillip Edwards and Lauren Stuhmer join the financial giant from Citi Private Bank.
November 19, 2024
Wealth.com Expands Its RIA Reach (Again)The estate planning platform is hiring human experts while also developing AI tools, co-founder Matt White says.
November 13, 2024
Mercer Adds Nearly $1.7B in Assets via Two DealsThe RIA acquired Waypoint Capital and Chapel & Collins, which serve wealthy families.