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Description
The growth of assets held among High Net Worth (HNW) households has grown dramatically over the past decade as investable assets have increased by more than $20 trillion. To serve this segment and compete up-market, advisors need a curated value proposition to attract and retain clients. This includes a prioritized focus on strategic wealth planning aligned to the unique needs of upper mass affluent and HNW client segments.
Learning Objectives
During this session we will explore areas of need for different client segments, and present actionable strategies to deliver better outcomes. This session will address key planning challenges including:
• Business owners: Capitalizing on strategies to reduce taxes, addressing the risk of potential creditors, establishing a plan for succession
• Corporate executives: Managing complicated compensation arrangements while mitigating the risk of concentrated stock positions
• Wealthy families: Planning for efficient wealth transfer while meeting legacy objectives