NACHRICHT
22.6.2026KI-Zusammenfassung
Financial Advisors Eyeing the Super-Rich: What They Offer and What to Ask
Financial advisors are increasingly seeking ultra-high net worth (UHNW) clients, defined as households with $20 million or more in assets. These clients, representing 0.3% of the US population, hold nearly 25% of investable wealth. Advisors must offer specialized services beyond portfolio management, including tax, estate, and business advisory, and act as mediators for complex family dynamics.
C
CNBC4 Min. Lesezeit
