Forget relationships, complex services are top of mind for HNW clients
Lisa Kirchenbauer of Omega Wealth Management and Aaron White of Adero Partners
Advisors say estate planning and tax planning are key areas of interest for such clients.
The wealth industry may very well be one where it’s good to be a people person. However, several advisors say that when it comes to ultra-high-net-worth clients and their financial goals, they're looking for more from their advisors than just typical investment or financial planning services.
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