Investments & Wealth Review - Number 02, 2026

A Bridge to Higher Ground: UHNW Planning Adjacencies for Crossover Advisors

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The boundaries separating client segments are blurring, and advisors whose books are gravitating toward wealthier families need more than a passing familiarity with the planning complexity that comes with them. This issue of Investments & Wealth Review explores the advisory adjacencies that matter most for serving ultra-high-net-worth clients, from pre-transaction wealth planning and real estate transfers to managing collectibles, global residency needs, and tax-shielding insurance vehicles. 

 

Inside This Issue:

  • The Art Before the Deal: Pre-Transaction Wealth Planning for Business Owners
  • Listening to the Next Generation: The Power of Real Estate Exchanges to Transfer Family Wealth
  • Beyond the Portfolio: Navigating the Philanthropic Adjacency with Charitable Gift Planning
  • And more
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About Investments & Wealth Review

Investments & Wealth Review is a bimonthly magazine, written by award-winning authors from academic institutions and leading financial firms. Immerse yourself in current industry news and thought-provoking articles on the investment, legal, regulatory, business development, retirement, and wealth management topics that matter most to you and your clients.