How advisors can build for high-net-worth complexity

Wealth is growing at the top end, yet the bar keeps rising. Ultra-affluent households expect ESG overlays, private equity access, custom indexing, and a concierge-style experience -- delivered seamlessly across tax, estate, and philanthropic planning. Building that without burning out teams or margins demands the right infrastructure, technology, and partnerships. 

That’s the focus of this upcoming webinar hosted by Orion, a firm known for providing investment and operational infrastructure to financial professionals across the U.S. 

In this upcoming webinar, Orion, a leading provider of wealth management and tech infrastructure, brings together insights on how advisors can position themselves to succeed in this space without compromising on service or sustainability. 

Tom Wilson, Executive Vice President and Head of Wealth Advisory at Orion, brings more than 30 years of experience managing institutional and high-net-worth portfolios. He oversees the firm’s multi-asset class investment strategy and works closely with advisors to implement disciplined portfolio construction frameworks tailored to complex client needs. 

Before Orion, Wilson led investment strategy and performance oversight at Brinker Capital, and earlier in his career managed HNW portfolios and equity analysis at Davidson Capital Management. His career has consistently intersected with the real-world trade-offs between customization and scalability 

What the session will explore 

• The shift in HNW client expectations, from returns to full-spectrum financial coordination 
• How to structure service tiers that reserve capacity for complexity, without neglecting smaller households 
• Where outsourced investment management, tech integrations, and specialist partnerships can add efficiency 
• The role of the advisor as the integrating force -- not just a product provider, but the person who brings the strategy together 

This session is not about theory or trends; it’s a practical look at how advisory firms are adapting to serve clients whose needs are growing faster than the infrastructure built to support them. 

High-net-worth success depends not only on trust, but also on the ability to deliver highly personalized advice, consistently and sustainably. Register now to gain information on a framework for doing exactly that. 

Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.