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Reaching the ultra-high-net worth audience requires a more personalized approach than traditional marketing techniques.
March 20 -
The ranks of America's richest investors are growing and so is their optimism, with confidence among global high-net-worth investors reaching pre-crisis highs.
March 19 -
Savvy inheritance planning can alleviate HNW clients' concerns that their wealth will be squandered or lead to squabbling among heirs. Here's how advisors can conduct the most effective family meetings to tackle these delicate issues.
March 18 -
Working on family governance can be a slow process, but both clients and their advisors benefit - with clients having peace of mind and advisors providing a premium value-add for high- and ultra-high-net-worth clients.
March 17 -
What is this wealth supposed to accomplish? Many HNW clients confront this question as they contemplate what to do with their fortunes beyond providing for their families. Here's how their advisors can help.
March 16 -
As advisors work to minimize the estate tax burden, what about an analysis of how estate taxes will be paid? Here’s a simple solution for covering the bill.
March 15 -
Transferring partial property rights to a preservation group offers financial and non-financial rewards at acceptable costs as long as the proper procedures are followed.
March 14 -
The so-called Crummey technique has the IRS concerned, so planners might want to alert HNW clients before the opportunity is reined in.
March 12 -
Advisors and their HNW clients too often shy away from difficult conversations about inheritance planning. Here are some ideas for advisors to help start the dialogue.
March 11 -
For wealthy and high-profile clients, privacy can be hard to attain. But most people don't want their personal lives made public, especially when they are going through a divorce. Here's how planners can help.
March 10 -
Portability shelters up to $10.68 million from transfer taxes for couples in 2014, but HNW clients can benefit from additional tactics.
March 10 -
Wealthy clients who frequently request services beyond traditional financial planning can create a challenging balancing act for advisors who serve this highly sought-after client base.
March 8 -
Even the wealthiest can't give to every worthy cause. Here's how advisors can help evaluate the options.
March 8 -
It's not just young investors with few resources who go online to research advisors. Even HNW individuals will check out your cyber bona fides.
March 7 -
Your wealthy client wants to sell his or her business. What can you do to help plan properly for this major liquidity event?
March 6 -
While many HNW individuals can count on a fairly steady income from an ongoing business or a successful professional practice, entertainers and athletes can have highly variable incomes. Here’s how advisors can help.
March 5 -
HNW clients face steep income and estate tax in some states, so a legal move to tax-friendlier territory can pay off.
March 4 -
Prenups can help HNW clients and heirs in case of divorce or death, but advisors must avoid offending these spouses-to-be.
March 3 -
Increased tax rates have made it more costly to sell appreciated assets, so it may be better to make charitable or family gifts. Specified selling strategies can also help keep HNW clients from max-tax territory.
March 2 -
High-net-worth clients have more assets exposed to various claims so advisors should make certain liability insurance is far-reaching and asset titling decisions recognize creditor protection concerns.
February 28