High net worth

6 steps to help advisors build strategic relationships that generate results.

A recent tax law creates a permanent 100% tax exclusion on capital gains from C corporations.

The U.S. has more than 1 million households with $5 million or more in investable assets – Are they near you?

Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.

If avoiding taxes just attracts the IRS, it defeats the purpose.

When it comes to planning for wealthy families, advisors are hung up on outdated ideas, new data shows.

Deferred–tax retirement accounts’ required mandatory distributions might prompt this unwelcome scenario.

Affluent clients have certain expectations of their advisors. Read on to understand where they are experiencing service gaps so you can meet their needs.

Some of the independent B-Ds specialize in high-end clients with big accounts. See which firms reported the highest share of accounts topping $100,000 -- and what their total client assets are.

The more money elderly high-net-worth clients have, the more they may worry that beneficiaries won't use it wisely.

Where did the wealthiest people in the world -- those with at least $30 million in net assets -- go to school? Here's a ranking of the top universities by number of ultrawealthy alumni.

Studies show that helping clients plan their charitable giving can strengthen planners' relationships -- and their businesses.

Studies show that helping clients plan their charitable giving can strengthen planners' relationships -- and their businesses.

While donor-advised funds surge in popularity, a foundation may make more sense for those with more than $5 million to give.

While donor-advised funds surge in popularity, a foundation may make more sense for those with more than $5 million to give.

The benefits of CRTs are easy to see, but some clients remain confused about the disadvantages.

The benefits of CRTs are easy to see, but some clients remain confused about the disadvantages.

It pays to make tax-related decisions when time is on your side.

Leaving pretax money to charities reduces taxable distributions for other heirs.

It pays to make tax-related decisions when time is on your side.