UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
How Advice Differs When Your Average Client Has $100M
By John ManganaroClients who expect their money to outlive them have different needs, Callan Family Office CEO Jack Ginter tells ThinkAdvisor.
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.
June 12, 2023
Morgan Stanley, Goldman at Odds on S&P 500's Bull Market Rally"More are declaring the bear market officially over; we respectfully disagree due to our 2023 earnings forecast," said Morgan Stanley's Michael Wilson.
June 08, 2023
Yale Prof: Why Wealthy Clients Chase Performance; What Personal Finance Gurus Get RightJames Choi discusses his studies on how millionaires invest and how popular authors' advice stacks up against professors'.