UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
10 Fun Ways to Meet Wealthy Prospects
By Bryce SandersPeople tend do business with people they like. Meet them socially, get them to like you and then see where it goes.
March 11, 2023
SVB's Auction Block Includes Wealth Unit, Fund ManagerThe unit had $17 billion in assets, including from clients gained in its 2021 acquisition of Boston Private.
March 10, 2023
Biden Hopes to Tax 'Frozen Cash Value' Life ContractsThe proposal could have a retroactive effect on some wealthy estate planning clients.
March 08, 2023
Why 'Retirement' Language Falls Flat With the Ultra-WealthyThese clients have different goals than the mass affluent, David Savir of Element Pointe Family Office tells ThinkAdvisor.
March 02, 2023
Debate: Should Multimillion-Dollar 401(k)s, IRAs Be Reported to the IRS?Our tax experts discuss whether a proposed requirement on the wealthiest would backfire on middle-income Americans.
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.