If you want to attract and retain HNW clients, you may need to expand your menu of services. Explore our resources to learn more.
73% of HNW households identify tax minimization as their most important investment objective.1 Make your asset allocation decisions with taxes in mind to help your clients keep more of what they earn.
Select vehicles and strategies that are best suited to meet your client's goals and tax situation.
Enhance after-tax returns by selling investments at a loss to offset capital gains.
Ensure wills, trusts and beneficiary designations reflect your clients’ wishes.
Provide your clients with insights into the resources available to them.
Families with greater than $5m in investable assets are projected to pay $4.2T in taxes on their estates and transfers to heirs over the next 25 years.2 Explore trusts and gifting strategies.
What you need to explain about wills and trusts to help clients make important estate planning decisions.
Gift appreciated securities to public charities for additional tax savings versus cash contributions.
Lower taxable income by making tax-smart charitable donations directly from retirement accounts.
Support causes your clients care about while unlocking potential additional tax benefits.
Choose the right approach for your clients’ philanthropic goals.
Investors can make a greater impact and save more on taxes by donating stock instead of cash. Get the most bang for your charitable buck.
One Pager
High-net-worth and ultra-high-net-worth families represent $62 trillion of the $105 trillion of wealth transferring to heirs by 2048.1
With more than 70% of heirs likely to leave their family’s advisor after receiving their inheritance,3 conducting family meetings emerges as the #1 strategy for planning wealth transfers.4
The next generation views investing through a different lens, with younger individuals preferring to take a more active role in directing their investments.
Education planning opens the door to meaningful conversations with clients and their families, helping you build trust with the next generation.
529 plans offer clients both immediate tax savings and long-term planning advantages.
Move assets to the next generation tax efficiently while reinforcing family values around education.
Discuss strategies for paying private school tuition to build relationships with clients’ heirs and retain their business in the future.
One pager
Drive greater business efficiency, develop your team, consider new growth opportunities and deliver for your clients and prospects.
BlackRock has the portfolio process, products and practice management expertise to help you simplify your approach so you can deliver customized services at scale.
1. Source: Cerulli, “U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2024.”
2. Source: Cerulli, “U.S. High Net Worth and Ultra High Net Worth Markets 2021."
3. Source: Cerulli, “Aging Boomers Bring Intergenerational Planning to the Forefront,” 7/19/21.
4. Source: Cerulli, “The Cerulli Edge: The Americas Asset and Wealth Management Edition,” June 2025.
Important Notes
This material is provided for educational purposes only and is not intended to constitute “investment advice” or an investment recommendation within the meaning of federal, state, or local law.
You are solely responsible for evaluating and acting upon the education and information contained in this material. BlackRock will not be liable for any direct or incidental loss resulting from applying any of the information obtained from these materials or from any other source mentioned. BlackRock does not render any legal, tax or accounting advice and the education and information contained in this material should not be construed as such. Please consult with a qualified professional for these types of advice.
To the extent that this website contains links to third parties, please note that such linked websites are not operated or controlled by BlackRock and it is not responsible for the content, or services offered through the linked website.
This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader.
Prepared by BlackRock Investment, LLC, member FINRA.
Not FDIC Insured | May Lose Value | No Bank Guarantee
©2026 BlackRock, Inc. or its affiliates. All rights reserved. BLACKROCK is a trademark of BlackRock, Inc., or its affiliates. All other marks are the property of their respective owners.
MKTG0326-5344077-EXP0327
