Smart strategies empower UHNW advisers

Ultra-high-net-worth (UHNW) clients offer both challenges and opportunities for advisers, with a tailored approach required to meet their complex needs. Past research has highlighted how these individuals feel about their financial situation, with many feeling burdened rather than affluent. They also have different views on managing their finances, with some preferring to be in control rather than experts. There is a strong desire from UHNWs to follow the law and protect their reputation. They turn to advisers to ensure that they remain in the right, trusting them to create smart and legal tax...