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 of these clients, and how to meet their high expectations. Topics range from understanding HNW clients’ psychology and ensuring their complex estate planning needs are met to exploring their growing interest in socially responsible investing. The roundtable discussion gives you front-row access to key insights about these special clients.

Patricia Chisholm,