UHNW Client Services
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.
Immediate Annuities Can Help Some High-Net-Worth Clients: Tax Attorney
By Allison BellFor some, Jack Elder says, protecting invested assets might be worth generating additional income taxes.
March 07, 2024
Billionaire, Corporate Tax Hikes Will Be Focus of State of the UnionBiden also wants Congress to pass a law reducing tax deductions for any company that pays an employee more than $1 million.
March 05, 2024
Ex-Credit Suisse Clients Face Grand Jury Probes Over TaxesMeanwhile, the Justice Department is investigating whether the bank, now owned by UBS, helped Americans hide assets from the IRS.
March 05, 2024
Think the Wealthy Can't Overspend? Think Again.Budgets for ultra-high-net-worth clients will look different, but they are arguably even more important.
March 05, 2024
Mercer Nabs $2.5B UHNW GroupMDK Private Wealth provides services like private banking, aviation and boat advisory work, as well as executive planning.
February 29, 2024
Merrill, Wells Fargo Offer Bitcoin ETFs for ClientsUBS is offering bitcoin ETFs to some clients on an unsolicited basis; Morgan Stanley is reviewing a move to add them to its platform.
February 29, 2024
SEIA Names New Director of Estate and Tax PlanningApril Rosenberry will be responsible for elevating the client experience and expanding support resources for advisors.
February 29, 2024
10 Trends Driving the High-Net-Worth Market: CerulliWealth has become more concentrated, and advisors are evolving to acquire and retain clients over the long term.