Deliver personalized portfolio strategies, tax-aware investing and alternative investments for high-net-worth and ultra-high-net-worth clients with BlackRock’s tools and practice management expertise.
As client wealth grows, so do expectations for personalization, tax efficiency, and access to differentiated opportunities. A models-based practice can help you serve HNW clients more consistently and efficiently, providing a scalable foundation with the flexibility to tailor portfolios as client needs become more complex.
For illustrative purposes only. There is no guarantee a positive outcome will be achieved.
Leverage professionally managed model portfolios that incorporate alternatives, private markets, and SMAs to help deliver HNW portfolio solutions more efficiently.
Design custom model portfolios that reflect your unique investment approach, bringing the scale of models to the personalization required for HNW clients.
Partner with a BlackRock Portfolio Consultant to leverage our asset allocation views and investment expertise to help strengthen complex client portfolios.
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.
BlackRock’s SMA platform helps you build customized portfolios tailored to high-net-worth investors through tax-aware investing, option overlays and risk-management strategies.
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.
As you seek new sources of diversification, income, and long-term growth for high-net-worth clients, private markets investments are becoming an increasingly important part of wealth management portfolios. BlackRock provides access to private credit, private equity, infrastructure, and alternative investment strategies designed to support portfolio resilience and long-term investment objectives.
Learn how you can attract, serve, and retain high-net-worth clients with proven strategies for advisory services, team structure, and client acquisition.
Cerulli, “U.S. High-Net-Worth and Ultra-High-Net-Worth Markets,” 2025.
Drive greater business efficiency, develop your team, consider new growth opportunities and deliver for your clients and prospects.
Insights from more than 1,000 advisors across the industry reveal five key trends in the way your peers are adapting their business to attract wealthier clients and drive growth in an increasingly competitive environment.
A high-net-worth client is generally considered an investor with at least $5 million in investable assets. These clients may have more complex needs across investing, tax planning, estate planning, philanthropy, and wealth transfer.
High-net-worth clients often look for personalized advice, proactive communication, and guidance that goes beyond portfolio management. They may value advisors who can help coordinate tax-aware investing, estate planning, charitable giving, and multigenerational wealth strategies.
Advisors can personalize portfolios with strategies such as separately managed accounts, direct indexing, tax-loss harvesting, option overlays, and bond ladders. These tools can help align portfolios with client goals, tax needs, and investment preferences.
High-net-worth clients often focus on preserving and growing wealth while managing risks such as market volatility, inflation, taxes, and concentrated investment positions. Advisors can help address these concerns through tax-aware strategies, including tax-loss harvesting and direct indexing, while private market investments may offer additional diversification and potential sources of return for some investors.
High-net-worth practices often offer services such as estate planning, charitable planning, family counseling, and wealth transfer guidance. These services help advisors address complex client needs beyond portfolio management.
Important Notes
1 Cerulli, “U.S. High-Net-Worth and Ultra-High-Net-Worth Markets,” 2026.
Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained visiting the iShares ETF and BlackRock Mutual Fund prospectus pages. Read the prospectus carefully before investing.
Investing involves risk, including possible loss of principal.
SpiderRock Advisors, LLC (“SRA”), an investment adviser registered with the SEC and a commodity trading advisor registered with the CFTC, provides discretionary options overlay investment strategies. SRA is an indirect wholly owned subsidiary of BlackRock, Inc.
The direct indexing and long/short SMA strategies discussed are made available by Aperio Group, LLC, a wholly owned subsidiary of BlackRock, Inc., which is a registered investment adviser.
Fixed income risks include interest-rate and credit risk. Typically, when interest rates rise, there is a corresponding decline in bond values. Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments.
No proprietary technology or asset allocation model is a guarantee against loss of principal. There can be no assurance that an investment strategy based on the tools will be successful.
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Investors should consult their tax or legal advisor regarding such matters.
World Federation of Exchanges database includes US listed domestic companies, which have shares listed on an exchange at the end of the year. Investment funds, unit trusts, and companies whose only business goal is to hold shares of other listed companies, such as holding companies and investment companies, regardless of their legal status, are excluded. A company with several classes of shares is counted once. Only companies admitted to listing on the exchange are included. Data as of 2022 as derived on 2 April 2025.
This information should not be relied upon as research, investment advice, or a recommendation regarding any products, strategies, or any security in particular. This material is strictly for illustrative, educational, or informational purposes and is subject to change.
The BlackRock and iShares Funds are distributed by BlackRock Investments, LLC (together with its affiliates, "BlackRock").
For more information on the differences between ETFs and mutual funds, click here.
The third-party branded or BlackRock model portfolios that are provided by BlackRock exclusively to applicable platform users (collectively “custom model portfolios”) are provided for illustrative and educational purposes only. The custom model portfolios do not constitute research, are not personalized investment advice or an investment recommendation from BlackRock to any client of a third party financial professional and are intended for use only by a third party financial professional, with other information, as a resource to help build a portfolio or as an input in the development of investment advice for its own clients. The custom model portfolios themselves are not funds.
BlackRock intends to allocate all or a significant percentage of the custom model portfolios to funds for which it and/or its affiliates serve as investment manager and/or are compensated for services provided to the funds ("BlackRock Affiliated Funds"). Clients will indirectly bear fund expenses relating to assets allocated to funds, including BlackRock Affiliated Funds. BlackRock has an incentive to (a) select BlackRock Affiliated Funds and (b) select BlackRock Affiliated Funds with higher fees over BlackRock Affiliated Funds with lower fees.
©2026 BlackRock, Inc., or its affiliates. All Rights Reserved. BLACKROCK, APERIO, and ALADDIN are trademarks of BlackRock, Inc. or its affiliates. All other trademarks are those of their respective owners.
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