Ultrahigh net worth

New firm FallLine Securities caters exclusively to advisers serving ultrawealthy clients.

Overall, the nation's wealthy are expected to add to their growing fortunes in the years ahead.

The restructuring of the business following the May 2011 acquisition of Wilmington Trust is largely over, enabling it to grow.

The new offering would enable the firm to serve "more than their traditional wealth management needs," an executive said.

The firm previously shuttered a wealth management unit last year that failed to take off despite some high profile hires.

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The new exec will advise wealthy individuals and families on tax and estate planning, investing, private banking, financial reporting and fiduciary services.

Here are the moves advisers can make to serve larger, wealthier and more-profitable clients.

The great wealth transfer might be here, but the top 1% of the 1% are in jeopardy.

Aging billionaires are expected to transfer approximately $2.1 trillion to their heirs over the next 20 years, according to a new study by UBS and PwC.

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

The executive will oversee the delivery of advice and services for many of the firm's most prominent client families.

Pathstone Federal Street-Convergent combo forms a new $10B UHNW powerhouse.

The firm was "cut out" from an entire class of advisers, says CEO Alexandra Lebenthal.

Assets under advisement were said to be $13 billion. The AUM was much less.

The goal is to make clients appreciate the value of services being offered.

The wealthier the family, the trickier it can be to interpret their finances. A modern investment management platform can alleviate the need for manual number-crunching.

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