High net worth

The use of multiple entities as a means of shifting a high net worth client's yearly income could help rack up bigger breaks, with some caveats.

A number of variables including illiquidity and opaque valuations may cause advisors to think twice before recommending this alternative asset to clients.

The ultrarich lean into risk, time and opportunity to build legacies. It's a replicable formula.

A partnership between Citigroup and Silverfern to serve exclusive private equity deals to ultrarich clients collapsed after years of tension and litigation.

High net worth individuals tend to think they can manage investing on their own. Researchers say that's an opportunity for financial advisors.

Like any ranking, the list from SmartAsset comes with some caveats. But these firms are catering to a lot of high net worth and ultrahigh net worth clients.

Unexpected perks of family philanthropy can include mended rifts, improved financial literacy and next-gen involvement in generational wealth.

The COVID-19 pandemic made it easier for employees to leave the state. They're leaving in droves.

Broker-dealers and RIAs must wean themselves off the richest clients; help getting out of the HNW tunnel-vision habit can come from future-focused marketers.

Led by CEO Jack Ginter, Callan Family Office reached a milestone that he says will enable the firm to invest in technology and ultrahigh net worth advisor recruiting.