For a growing number of UHNW individuals—those with a net worth of $30 million or more—discussions that once centered on portfolio diversification, asset protection and intergenerational planning now ...

Working with high-net-worth (HNW) clients can increase assets under management and revenue, but getting them in the door can sometimes be challenging. Wealthier clients often have specialized needs ...

The statistics are sobering. Studies show that 70% of wealthy families lose their wealth by the second generation, and 90% have depleted it by the third. Despite decades of hard work building ...

Estate planning can entail different things when going up and down the spectrum of assets and net worth. For high-net-worth and ultra-high-net-worth clients, estate plans often intertwine the twin ...