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What Services Does a Wealth Manager Provide?

Ultra high net worth (UHNW) individuals and families, those with a net worth of at least $10 million USD in liquid assets, will have access to wealth managers who provide the following services:
  • Business and Personal Administration, Budgets and Planning
  • Trust Administration
  • Risk Management, Insurance Administration
  • Investment Management, Asset Allocation, Risk Allocation, Manager Selection and Evaluation
  • Tax Planning and Accounting, Reports and Technology
  • Family Governance, Financial Counseling, and Education
  • Wealth Transfer Estate Plan
  • Philanthropy

High net worth (HNW) individuals and families, those with a net worth of at least $1 million USD in liquid assets, will have access to wealth managers who provide a subset of the above services. Typical services available to HNW clients are the following:
  • Business and Personal Administration, Budgets and Planning
  • Risk Management, Insurance Administration
  • Investment Management, Asset Allocation, Risk Allocation, Manager Selection and Evaluation
  • Tax Planning and Accounting, Reports and Technology

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