Stephen Ferszt uses the example of Taylor Swift and Travis Kelce’s engagement to highlight the complex estate planning considerations ultra-high net worth couples face when combining significant ...

Proper tax planning is essential for managing and preserving wealth. For ultra-high-net-worth individuals and their families – people with $30 million in investable assets – efficient tax management ...

The annual Wealth Report tracks the habits of ultra-high-net-worth individuals, and the biggest shift is a mobile lifestyle with superyachts, private jets, and experiential travel.

Business Wire: Corient Acquires Breed’s Hill Capital, a Premier Wealth Advisor Providing Dedicated Service to Ultra-High-Net-Worth Families

Corient Acquires Breed’s Hill Capital, a Premier Wealth Advisor Providing Dedicated Service to Ultra-High-Net-Worth Families

The number of ultra-high-net-worth individuals on the planet passed the half-million mark in the first half of 2025. There are now 510,810 people with a net worth of at least $30 million, up 5.4% ...

Aaron Bates, head of ultra-high net worth & growth strategies at Bernstein Private Wealth Management sits down with InvestmentNews anchor Gregg Greenberg to discuss how Bernstein Private Wealth ...

The ultra-high-net-worth market is drawing greater interest from financial advisors, who flocked to the Investment Management Consultants Association (IMCA) annual Advanced Wealth Management ...

The number of people with at least $30 million (€25.7m) in wealth is growing across Europe. Germany has by far the most ultra-rich, and continues to add more. View on euronews ...