High net worth

With the equity market rebounding and tax rates increasing, charitable remainder trusts are newly attractive.

Some clients are tempted to give too much, while others could afford to do much more. Where do advisors draw the line between helpful and intrusive?

Some clients are tempted to give too much, while others could afford to do much more. Where do advisors draw the line between helpful and intrusive?

Professionals or any high-net-worth clients who might face lawsuits can often benefit from setting up overseas trusts, a meaningful deterrent when overzealous plaintiffs come knocking at the door.

While an advisor's job is to protect and hopefully grow his clients' assets, protection by use of liability insurance is another important component of retirement planning.

For financial or other reasons, some clients who want to be in traditional hedge funds may not be suitable. Here's how to help them understand.

For financial or other reasons, some clients who want to be in traditional hedge funds may not be suitable. Here's how to help them understand.

Mixing your clients' charitable impulses with your own can have multiple benefits.

As business owners prepare to sell, advisors have new opportunities for growth. Here's what you need to know.

After publishing our third annual RIA Leaders list, Financial Planning dove into the numbers to identify which of the top 100 actually have the wealthiest clientele.

Financial advisors may not be well-versed in survival skills, but a partnership with a trusted local security firm or specialist can go a long way to setting clients' minds at ease.

As modern life increasingly moves online, wealthy clients' assets face a range of cyber threats and advisors are in a unique position to help protect them.

The wealth management needs of highly successful technology entrepreneurs and innovators are different from other high-net-worth clients. Some are counterintuitive. Here's what advisors need to know.

The insurance needs of ultrawealthy clients differ from those of the average client and the insurance industry has developed special products to meet those needs.

Often overlooked, advisors need to help their clients keep records of their digital assets.

Like immigrants adjusting to a new culture, newly wealthy families adjust in different ways. Here's how financial advisors can help.

Justin Reckers and Michelle Smith explain how and why to look into a wealthy client's assets during a divorce.

A measured dose of private placements can boost returns for HNW clients willing to hold some illiquid assets.

High-net-worth clients may be concerned about various threats to their security. Here are some ways advisors can help.

While standard charitable remainder trusts can deliver tax benefits, lifelong income and philanthropic satisfaction, specialized versions add control over when the income starts to flow.