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.

October 14, 2017

From the editor

Affluent clients very often are entrepreneurs or professionals who have spent a lifetime accumulating their wealth. They have worked long hours and have put many risks behind them, so they’re focused on both preserving what they have earned and generating reasonable returns on their assets. Investment Executive’s first High Net-Worth Guide explores the special priorities […]

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Get in the right mindset

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

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The best of everything

Top clients expect top service 24/7

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Risk and the high net-worth client

Wealth preservation is key — and so are returns

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Team players

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

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The wealthy and SRI: New priorities

Rising numbers of HNW clients are asking about socially responsible investing

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“What are my options?”

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

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Kids in a candy store

A sudden influx of cash needs careful management and planning

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All in the family

Estate planning is a top priority for business owners

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Front row seats

Advisors who specialize in serving the affluent share their insights

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