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3 days ago · A high-net-worth individual is someone with $1 million or more of net worth in liquid assets, including bank accounts, stocks, bonds, and cash. Someone can technically be a millionaire and not ...
3 days ago · The United Nations has offered a framework for countries that want to consider a wealth tax. For advisers of ultra-high net worth clientele in the US, a concern is the continued tendency of multilateral quasi-governmental bodies to push a "one ring to rule them all" uniform system of taxation with a net wealth tax being the latest policy du jour.
2 days ago · Why Family Offices are Becoming More Professionalized: Reasons and Strategies. The demands placed on family offices by ultra-high net worth families are increasing, leading these entities to adopt a more systematic approach to their duties. Family offices are now handling tasks beyond traditional functions such as investing, reporting, and tax ...
4 days ago · The core of UBS is its global wealth management business focusing on high and ultra-high-net-worth individuals. UBS is also a conventional retail and commercial bank in its...
17 hours ago · Other new joiners include Slim, 84, who ranks 13th with $106 billion. The richest person in Latin America added about $28 billion to his net worth in 2023 amid a boom in the Mexican peso that’s ...
2 days ago · Discover the benefits and nuanced strategies of High Net Worth Lending with our expert guide. Make your wealth work harder for you.
15 hours ago · The business was initially renamed UBS Paine Webber in March 2001, after it was acquired by UBS. The division offers wealth management advice for ultra-high net worth and high net worth clients. UBS was named "Best Bank for Wealth Management in North America" at the Euromoney Awards for Excellence 2017.
