High net worth

Estate planning experts at JP Morgan, Bank of America, UBS, Morgan Stanley, Wells Fargo and other firms weigh in on how client needs and interests, as well as industry practices, have changed.

If the fair's first edition here does well, it's a sign that Paris is back. If not, tant pis. So far ultrawealthy buyers are flocking to the event.

Rich clients who have seen their portfolios dented are pursuing loans.

The young and wealthy instead see more potential in assets like cryptocurrency, real estate and private equity, a study says.

New rules on "portability" mean that a surviving spouse can lock in her deceased partner's exclusion years after exemption levels decrease come 2026.

Wealthy, bold-faced names are setting up camp in the tony skiing enclave.

Following another strong quarter for wealth management, here's what Goldman Sachs will do next in its hunt for the almost wealthy, and why it matters.

The ultrawealthy are throwing money into private equity funds as some institutional investors approach their allocation limits.

The legal agreements surface broad issues about saving and spending that are key to long-term financial health.

Older, wealthier customers are eager for more digital interactions, according to a study, and are increasingly ready to switch firms to obtain these and other services.