Strategies

HNW Guide 2017

The high net-worth client sector is growing. Learn about the expectations and demographic characteristics of these clients, how to use teams to meet their needs in areas such as estate planning and what the future holds for advisors who choose to focus on this lucrative segment.

In this Special Feature

  • From the editor

    HNW Guide 2017
  • Get in the right mindset

    Ensure you're aligned with your prospects' expectations and needs - and tell your story in a compelling way

    HNW Guide 2017
  • The best of everything

    Top clients expect top service 24/7

    HNW Guide 2017
  • Risk and the high net-worth client

    Wealth preservation is key — and so are returns

    HNW Guide 2017
  • Team players

    Managing the experts that ultra-rich clients need is a job in itself

    HNW Guide 2017
  • The wealthy and SRI: New priorities

    Rising numbers of HNW clients are asking about socially responsible investing

    HNW Guide 2017
  • “What are my options?”

    Alternative investments may hold answers when clients seek both returns and stability

    HNW Guide 2017
  • Kids in a candy store

    A sudden influx of cash needs careful management and planning

    HNW Guide 2017
  • All in the family

    Estate planning is a top priority for business owners

    HNW Guide 2017
  • Front row seats

    Advisors who specialize in serving the affluent share their insights

    HNW Guide 2017
  • Diversity, liquidity and safety

    Alexandra Horwood builds custom portfolios for her clients, then monitors the portfolios closely

    HNW Guide 2017