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HIGH-NET-WORTH CLIENTS

Attract and serve high-net-worth clients

High-net-worth clients have complex needs and high expectations. BlackRock has the portfolio process, the products and the practice management expertise to help you simplify your approach, deliver customization, manage taxes and win at scale.

Evolve your portfolios for your whole practice

Not all client segments are created equal—each requiring a unique set of solutions. BlackRock's Whole Portfolio Solutions empowers you to meet the needs of every wealth segment within your practice in a single process, allowing you to incorporate different strategies as your client's needs become more complex.

Move your portfolios upmarket to address complex client needs

Portfolio distribution pie chart

For illustrative purposes only. There is no guarantee a positive outcome will be achieved.

Tax loss harvesting & tax alpha

Direct indexing SMAs and long/short strategies

Stock & bond personalization

SMAs with option overlays and bond ladders

Alpha from private markets & alternatives

Private credit and infrastructure investments

Learn more about Whole Portfolio Solutions Learn more about Whole Portfolio Solutions

Expand your products for high-net-worth investors

You can provide diversified risk and return potential with a mix of mutual funds, index ETFs and active ETFs. As a client's wealth grows, adding SMAs and private market assets can help you customize investments, minimize taxes and seek new sources of enhanced returns.

Personalize high-net-worth portfolios with SMAs

BlackRock’s separately managed accounts platform enables you to better meet the complex needs of your clients across equities, fixed income and option overlays.

HNW client goals pie chart

Source: Cerulli, “U.S. High-Net-Worth and Ultra-High-Net-Worth Markets,” 2024.

Tax management

Generate tax alpha with tax loss harvesting

Concentrated stock

Manage risk of low basis positions

Personalization

Align investments with your values and preferences

Explore BlackRock SMAs Explore BlackRock SMAs

Unlock private markets

Rise in private markets chart

U.S. Census Bureau - Center for Economic Studies - Business Dynamics Statistics (2022) and World Federation of Exchanges database; for more information on the World Federation, please refer to the Important Notes. Both sources, represents the latest data as of 2022 as derived on 2 April 2025. The graph denotes the growth or decline for both US public and private companies from 1988 until 2022. Past performance is no guarantee of future performance.

Opportunity is shifting to private markets and access is easier than ever. BlackRock combines deep expertise with product innovation to provide private markets solutions that help you build resilient portfolios and achieve investment objectives for your clients.

Learn more about private markets at BlackRock Learn more about private markets at BlackRock

Enhance your practice to serve high-net-worth clients

Effectively serving wealthy clients starts with the 3 key elements of the practice playbook:

  • Services - Offer what high-net-worth investors want
  • Structure - Align your team and business to serve wealthy clients
  • Source - Connect with more high-net-worth clients
High-net-worth practice playbook High-net-worth practice playbook
98%
of high-net-worth practices offer estate planning
90%
of high-net-worth practices offer charitable planning
75%
of high-net-worth practices offer family counseling and planning
High-net-worth practice playbook High-net-worth practice playbook

Cerulli, “U.S. High-Net-Worth and Ultra-High-Net-Worth Markets,” 2024.

Latest high-net-worth insights

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  • Private Market

    2026 Private Markets Outlook for U.S. wealth investors

    Jan 07, 2026|ByIsabelle Rucart, CFA, PRM

    Read more about the private markets outlook for 2026

  • Equity

    AI stocks, alternatives, and the new market playbook for 2026

    Dec 18, 2025|ByCarolyn Barnette

    In 2025, global stocks delivered strong returns despite periodic pullbacks, underscoring the value of staying invested in a diversified portfolio. Bonds once again acted as stabilizers, with Fed rate cuts boosting fixed income performance relative to cash. Looking ahead to 2026, many investors remain constructive on equities, while seeking balance through bonds, alternatives, and option-based strategies.

  • Private Market

    Unlocking private markets with Jon Diorio

    Dec 18, 2025|ByJonathan Diorio

    Discover private market trends and insights with BlackRock to help clients navigate this critical investment opportunity.

  • Alternative Investing

    Four factors behind bitcoin’s recent volatility

    Dec 09, 2025|ByMatt KunkeRobert Mitchnick

    Learn more about how over the past few weeks, crypto assets have experienced a sharp pullback- but there's not one single catalyst behind the volatility