Person standing on mark
HIGH-NET-WORTH HUB

Serving the unique needs of high-net-worth clients

High-net-worth investors are a growing segment of the wealth market and present a significant opportunity for advisors. However, effectively serving the needs of these clients can be complex and time-consuming.


Explore how BlackRock can help advisors attract and retain high-net-worth clients.

High-net-worth deck for advisors High-net-worth deck for advisors
/blk-one01-c-assets/documents/charts/high-net-worth-chart.csv bar-chart % column-simple true

Wealth is concentrating up market

The clients you built your business on are not the ones who will double it moving forward, especially if you want to do so with fewer families. Clients with over $2 million now account for 65% of investable assets in the U.S.1


Investable assets by investor net worth segments

High-net-worth portfolio management

Complex challenges require differentiated solutions. Work with BlackRock to re-think how you construct portfolios and the vehicles used inside to better meet the needs of your largest clients.

Portfolio Design Services Separately Managed Accounts (SMAs) Private Markets
Image Cta-2,Related Content-1
Image Cta-3,Related Content-2
Image Cta-4,Related Content-3

Unlock time to deliver high-net-worth portfolios your way

Whether you want to build portfolios yourself, customize portfolios with us, or buy our model portfolios off-the-shelf, BlackRock can help you design and deliver high-net-worth solutions.
PDS homepage PDS homepage
Chart demonstrating portfolio design process

Personalize your high-net-worth portfolios with SMAs:

Customize portfolios to align investments with client preferences and values, as well as seeking to minimize taxes owed across the portfolio.
SMA homepage SMA homepage
Chart showcasing positive growth rate of SMAs

Access to private markets is more important than ever:

Provide clients access to investments seeking to amplify portfolio returns while providing additional sources of diversification.
Private Markets Hub Private Markets Hub
Chart showcasing rise in private markets

Evolve your practice for high-net-worth clients

The BlackRock Business Consulting team has helped thousands of advisors, teams and firms evolve their business. Explore our advisor best practices to help scale client portfolios to open up time, expand your service offering and differentiate yourself to high-net-worth investors.

Pie chart icon
Free up time to focus on high-net-worth investors
Streamline your investment approach

38% of advisors’ time is spent on investments and administrative tasks2. Explore options, like model portfolios, to scale your investment approach for your existing clients to reclaim the time needed to provide services to and prospect for high-net-worth investors.

Start streamlining client portfolios Start streamlining client portfolios
Tool icon
Offer impactful high-net-worth services
Upscale your service offering

To attract and retain high-net-worth clients, you will need to offer a robust menu of personalized services and build a team of experts who can deliver them effectively.

Explore how to attract high-net-worth clients Explore how to attract high-net-worth clients
Commodity bars icon
Segment your clients to boost growth
Align your services to client segments to use time more efficiently

Being intentional about which services you offer each client segment allows you to allocate more of your time to serving high net worth clients and improve the profitability of your business.

Learn how to segment your clients Learn how to segment your clients
People icon
Showcase your offerings to clients
Ensure high-net-worth investors know what services you provide

Top advisors we work with often list all of the products, services and offerings that they or their team are capable of providing. Shared with a client, this list can help reiterate your value proposition, open up share of wallet opportunities and highlights the services you already provide.

View our client experience template View our client experience template

Analyze high-net-worth portfolios with 360° Evaluator

Create more “aha” moments

Use BlackRock’s 360° Evaluator to analyze and build client portfolios, as well as generate customized reports to simplify pre-meeting prep and enhance the client experience.
Sign in to get started Sign in to get started
Thumbnail for 360° Evaluator tool

Read our latest articles

  • Tax

    Time Value of Capital Losses

    Nov 04, 2024|ByLincoln Fleming, CPA/PFS, CFP, MAcc

    Learn how systematic tax-loss harvesting can reduce tax burdens and improve after-tax returns, especially when paired with active capital gain strategies.

  • Private Market

    Private Markets Investing for Wealth Clients

    Sep 12, 2024|ByRuss Koesterich, CFA, JD

    A portfolio that incorporates private markets assets may offer diversification benefits and has the potential to improve return outcomes.

  • Model Portfolio

    Are you building portfolios or a business?

    Sep 10, 2024|ByCullen Roberts, CEPA®, CIMA®

    Financial advisors who build portfolios can simplify the investment process by engaging a model customization partner, freeing up time to drive business growth.