Ultrahigh net worth

A new report by fintech company Vanilla found what drives clients of all wealth levels, including the wealthiest, when planning their last wishes.

Although nearly all investors in the firm's new survey said tax efficiency was important to them, just over a quarter of them have consulted tax professionals.

Full discretionary power over a HNW client's investments can be a negative without a clear view of all their financial commitments.

Serving over half of America's billionaires wasn't enough for the country's largest bank.

All customers with more than $1 million in assets have been automatically enrolled into a pair of new service plans.

Citizens made waves with its hires of around 50 private banking staff from First Republic. The head of wealth management at Citizens shared what's next.

Even wealthy clients may procrastinate on maximizing tax efficiency ahead of the gift and estate tax exemption limits' expected declines in 2026.

Here's what firms can offer to keep multigenerational families loyal, according to industry experts and Arizent research.

The number of ultrarich families is growing, and so are their demands on advisors. Schwab moderated a panel on how RIAs can succeed with these clients.

Around 40% of CIOs for U.S. family offices are paid at least seven figures a year.

Clients were offered a MasterCard made from 14-karat or 18-karat gold that could be embedded with as many as 164 precious stones.

Wealth advisors seeking the highest-earning clients should look to 30 key geographic areas, some of them not household names.

As family offices continue to grow and want to invest more this year, Goldman Sachs is positioning itself to help with their planned spending sprees.

Ahead of TEFAF, a top art fair it will sponsor in New York next week, Bank of America shared why art matters to rich investors and what buyers can expect this year.

The IRS's $80 billion in new funding means more scrutiny of higher earners.

Cultural differences with UBS, which is absorbing its Swiss rival, could push outflows even higher.

Collectibles worth up to millions of dollars are securitized into thousands of shares that trade for as little as $10 a pop.

It wouldn't be easy for elite advisors at the bank to leave, for reasons ranging from loyalty to deferred compensation. But as spooked clients demand stability, some competitors see a rare opening to recruit.

Wealthy individuals, not institutional investors, will drive money into alternative assets, data provider Preqin says in a new study.

Experts say the Wall Street wirehouse pays a 'premium' to recruit, but moves like this one reveal it failing to stop top performers from breaking away. Here's why.