High net worth

A twist on benefits that can help UHNW clients win big estate tax savings and flexibility.

A mix of approaches to gain the attention of ideal prospects, who have learned to ignore typical marketing tactics.

To maximize efficiency, segment clients into groups generating over $5,000 in revenue and those that don't, says Alyssa Von Herbulis of Russell Investments.

Certain trusts could have saved heirs $100 million or more — and ensured the musician’s money went to the people and causes he chose. Here are just a few of the tools he could have used.

State agencies can be aggressive in checking records.

Advisers, get ready to track — and secure — client information streaming in from physical properties and a vast array of accounts.

If a client becomes incapacitated, who will give the financial planner directions?

The wirehouse will consider the move if “conditions remain as they are or grow worse,” CEO Sergio Ermotti says.

Planners are the single biggest influence on financial decision-making for UHNW clients and their family members, a recent industry study says.

People with the highest income bailed from stocks disproportionately on the worst days of the financial crisis, according to a new Ohio State University and University of Michigan study.