To grow their business and address UNHW clients’ diverse needs, advisors must understand the market forces that are most important to these individuals and their families.

The wealth management industry is on the cusp of a seismic shift. By 2025, the number of ultra-high-net-worth (UHNW) clients, those with $50 million or more in assets, is set to soar by 30% over 2021 levels.

While UHNW clients are eager to see their money grow, affluent investors and their families face multiple challenges and opportunities to preserve and expand their wealth. Wealth managers who work with them must be ready to meet their clients’ evolving expectations.