Helping HNW Clients Decide to Self-Insure Against LT Care Costs – or Not
It’s a bit of boilerplate in the profession: high-net-worth clients should provide for long-term healthcare expenses via...
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How Much Does It Take to Be Rich? It All Depends on Location
The results of Charles Schwab’s Modern Wealth Survey are in – among other things, the survey asked respondents to share their...
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Premium LI Financing – An Attractive Approach for HNW Clients
High-net-worth individuals often employ premium financing as a strategy to fund their life policy premiums. Here’s how it works...
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Rich Women are Increasingly Calling the Shots
In wealth management world wealthy women mean big business and it’s about time these ladies get the attention they merit. After...
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Checklist for Making Sound Financial Planning Decisions
When making financial planning decisions, people tend to focus excessively on two factors: fees and performance. A few points on...
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The Super Rich are Having an Identity Crisis
Once upon a time, you could go to a swell society affair and recognize all of the wealthy and glamorous in attendance. But today...
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Fetch the Smelling Salts: Are Wealthy Clients Facing a Surprise Tax Hit this Year?
Bless the Government Accountability Office, which does so like to scare us. Right now, the GAO is saying that millions of people...
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A Jump in Whiskey Insurance and What It Says about the Filthy Rich
As rare whisky has gone up in price 140% in the last five years, there has been an almost tenfold increase in interest in whiskey...
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Rich Americans: Money Is Better than Love
It may sound a bit cold, but it’s pretty old-fashioned wisdom. A recent survey of affluent Americans showed than when choosing a...
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How the Wealthy Can Benefit from Today’s Gift and Estate Tax Regime
How did Donald Trump get so darned rich? He’s been telling the tale for decades: by dint of intelligent application, hard work and...
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Wealthy Clients Want More Than Returns
Over the last couple of years, high-net-worth investors have been enjoying pretty healthy returns. You’d think this would make them...
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Super-Wealthy Buy into Private-Placement Insurance
Lombard International, whose parent company is Blackstone Group LP, is offering a new form of investment to ultra-rich clients...
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Donor-Advised Fund: Helping the Wealthy Help Others
Private funds have long dominated the world of charitable giving by America’s wealthiest citizens. Most people have likely heard of...
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A Passport is the New Hot Commodity for UHNW Clients
For the ultra-high net worth set, the world is a smaller and more interconnected place. These people regularly do business and send...
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Keys to Preserving Wealth through Generations
If you want to help your high net worth clients pass on their wealth while preserving tranquility in the family, there are some...
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How to Target Ultra High Net Worth Clients
Every advisor dreams, Ahab-like, of the Great White Whale — the Ultra High Net Worth (UHNW) client. Winning one of these...
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