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Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
The Best View of Closely Held Business Transactions: It's a Process
By John ManganaroA sale or similar liquidity event is not a one-time occurrence for either the buyer or seller.
March 27, 2024
RIA Integrated Partners Helps Accounting Firm Launch Wealth UnitThe new partnership is a direct response to the growing complexity facing advisors and clients alike.
March 26, 2024
Top 11 U.S. Cities for Millionaires: 2024Thirty-seven percent of the world's millionaires call the U.S. home. Here's where to find them.
March 25, 2024
Suze Orman: 'Smart People Don't Pass Up Free Money'SecureSave co-founders Orman and Devin Miller, its CEO, say even the wealthy should have workplace emergency savings accounts.
March 21, 2024
Citi Taps UBS Exec for Family Office GroupThe move is part of the global banking company's focus on ultra-high-net-worth clients and families.
March 21, 2024
What to Know About the New Bill Targeting GRATs and 'Abusive Trusts'The Getting Rid of Abusive Trusts Act is intended to make these trusts less attractive for tax avoidance.
March 20, 2024
Here Are the State Tax Bills for Wealthy Clients to Watch in 2024Surtaxes on the rich are stuck in committee. Estate planning law updates and cryptocurrency measures are moving.
March 20, 2024
Caprock Scoops Up $2.2B Boutique Advisory ShopThe deal with the Chicago firm brings the RIA's assets under advisement to more than $11 billion.