Five Strategies for Chasing UHNW Unicorns

 

 

For many advisors, creating a practice of ultra high net worth (UHNW) clients is an aspirational goal - one that allows for significant growth of assets, the ability to solve complex issues, and a lower number of households required to sustain the business. But for many advisors, UHNW clients can be as elusive as a mythical unicorn.

 

But unlike unicorns, UHNW clients do exist, and I have observed some of the strategies employed by successful advisors serving them. These are five ways to prepare your practice to target these types of valuable, yet elusive, clients.

 

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