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High-net-worth plan

Structure your business for high-net-worth clients

Explore ways you can boost efficiency so you can increase your focus on building relationships and reinforce your value to wealthy clients.
Refine your service model Connect with HNW clients Enhance your value proposition
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Refine your service model

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Create capacity to serve more clients

HNW advisors spend 51% of their time on non-client facing activities such as investment management, administrative & meeting prep.1 Create scale to free up your time.

Align your services and client segments

Offering every service to everyone can be inefficient. A segmented client service model helps you optimize the use of your resources. Be intentional about which services you offer each client.

Source the expertise

Establish a network of professionals with specialized expertise to enhance your team’s efficiency and deliver a seamless client experience.

Offer the services HNW clients want

Review your current service model against the needs and preferences of your ideal clients to identify gaps or opportunities to improve your services.

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Advisor guides

Connect with HNW clients

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Attract and retain wealthy clients

51% of investable assets in the U.S. are controlled by clients with a net worth of more than $5M.2 The increasing concentration of wealth among HNW clients intensifies the competition to serve them.

Prepare for the great wealth transfer

$500 billion is being inherited annually by adult children of high-net-worth families.3 Retain assets by fostering relationships with the heirs of your clients' wealth.

Build your network

Create opportunities to meet quality prospects by hosting events, serving community clubs and charities, and collaborating with professionals who focus on serving HNW clients.

Engage women investors before wealth transfers

Women’s share of wealth is growing rapidly. Learn strategies to build lasting relationships with women clients, retain assets and secure multigenerational ties.

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Engage your clients' heirs in family meetings

Learn how HNW advisors retain more assets by building relationships with the heirs of their clients' wealth in high-net-worth family meetings.

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Enhance your value proposition

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Revisit your value proposition

Think about who you serve, what you do for them, how you do it, and why you do it. Tweak your value proposition to ensure these aspects align with the HNW clients you want to attract.

Differentiate from your competitors

Identify what makes you uniquely positioned to serve your ideal client and showcase it in your value proposition and client conversations.

Communicate your core values

Convey what you stand for to help clients connect more deeply with your business and understand what sets it apart.

4 pillars of a differentiated value proposition for HNW clients

Show wealthy clients and prospects why they should choose to work with you. Assess your value proposition across four key pillars to ensure it resonates with the clients you want to attract.

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Create a HNW plan for your practice

BlackRock can help you provide the services your HNW clients and prospects seek.
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Direction

Inside the Practice

Drive greater business efficiency, develop your team, consider new growth opportunities and deliver for your clients and prospects.

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High-net-worth clients

BlackRock has the portfolio process, products and practice management expertise to help you simplify your approach so you can deliver customized services at scale.

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Frequently asked questions

  • Advisors can scale without sacrificing personalization by combining technology, specialized teams and standardized planning processes with highly customized client service. Advisors also deepen personalization through proactive communication, multigenerational planning and specialized expertise in areas such as estate planning, tax strategy and alternative investments.

  • Advisors often attract high-net-worth clients through referrals, professional networks and thought leadership. Demonstrating expertise in areas like tax-aware investing, retirement planning and multigenerational wealth strategies can help differentiate an advisor and build credibility.

  • A strong value proposition for wealthy investors often goes beyond investment performance alone. High-net-worth clients may value comprehensive planning, personalized guidance, tax-aware strategies, family wealth planning and coordinated advice across multiple areas of their financial lives. Advisors who clearly communicate how they help clients navigate complexity, preserve wealth and support long-term family goals can differentiate themselves in a competitive market.

  • High-net-worth clients may leave advisors when they feel their needs are no longer being addressed proactively or personally. Common reasons can include inconsistent communication, lack of comprehensive planning, limited expertise in complex wealth issues or a perception that the relationship has become transactional.

  • Advisors can segment high-net-worth clients based on factors such as wealth complexity, life stage, family structure, business ownership, service needs or long-term objectives. Effective segmentation can help advisors tailor communication, planning services and engagement strategies more efficiently.

  • Serving high-net-worth clients often requires advisors to navigate increasingly complex financial, tax, estate and family planning needs. Advisors may also face challenges related to managing multigenerational relationships, differentiating their services, coordinating across multiple professional partners and meeting rising expectations for personalization and responsiveness.