UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
9 Reasons This Popular Trust Isn't Just for the Super-Wealthy
By Jeff BermanSpousal lifetime access trusts have estate and retirement planning benefits even for clients below the estate tax threshold.
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.
October 31, 2022
How Do You Survive THIS? A Top NFP Agency Builder Explains.Howard Sharfman says success in wealth management starts with working on your grit. Every day.
October 27, 2022
Credit Suisse Posts $4B Loss Ahead of Crucial RevampThe firm also plans to cut thousands of jobs as it looks to put an end to years of scandals and management missteps.
October 27, 2022
10 Ways to Network With the Wealthy (When You Aren't Wealthy)They say it takes money to make money, but that doesn't always have to be the case.
October 26, 2022
9 Ways the Super-Wealthy Spend Their MoneyHere are the most sought-after brands, experiences and destinations among people with $100 million or more.
October 20, 2022
7 Reasons Investors Avoid Wealth Transfer PlanningDespite good intentions, many investors have failed to take basic steps when it comes to inheritance planning.