High net worth

High-net-worth clients can be baffled by a number of trust vehicles that minimize the tax liability on IRAs. Here’s how advisers can guide them.

Advisers are already prepping clients for sweeping changes coming under President-elect Trump's administration next year.

A unique structure that allows a client some income tax benefits, while also excluding trust assets from an estate.

Why advisers shouldn't leave this aspect of planning on the back burner.

A $650M firm serving HNW clients wanted help "navigating regulatory change."

Confusion among affluent taxpayers could lead to new ways to help clients.

Property can be a savvy investment — and offer significant advantages. But advisers have to know where to look.

Technology is getting better at replicating the work of human planners, warns Hedgeable CEO Mike Kane.

The wirehouse's latest hire will help ultrawealthy clients with estate planning and other services.

This unit is a critical gatekeeper and value-add for your clients, particularly high-net-worth ones.