Managing the wealth of ultra-high-net-worth (UHNW) clients is a vibrant growth area and a promising one for the advisory industry. In 2021, about 141,000 U.S. investors had $50 million or more in total assets. That number could grow by 30% by 2025 which presents a significant opportunity for financial advisors, especially in unique assets. 1
Innovative strategies and a better understanding of unique asset classes are more than just theoretical concepts. They are practical tools that can help grow a firm’s business and address the diverse needs of UHNW clients.
This exclusive webinar delves into the intricacies of managing and maximizing wealth by utilizing non-traditional assets such as oil, gas, and minerals. Join industry experts as they share insights and actionable strategies, empowering you to enhance your service offerings and provide unparalleled value to your most affluent clients.
Key Takeaways:
- Understand the unique characteristics and investment potential of oil, gas, and mineral assets.
- Learn best practices for integrating these assets into a diversified portfolio.
- Discover tax optimization strategies specific to unique asset classes.
- Explore case studies of successful wealth management strategies involving oil, gas, and mineral investments.
- Gain a competitive edge by understanding how to leverage these often-overlooked investment opportunities.
1How to Tap Into the 'Phenomenal' Growth of Wealthy Clients, ThinkAdvisor, March 16, 2023
Sponsored by
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.
Sam L. Katigan
Vice President, Unique Assets
SS&C Innovest
Pete O'Brien, MBA
Senior Vice President, Unique Assets
SS&C Innovest
Susan Lipp - Host
Editor in Chief
Trusts & Estates
Taylor Franklin
Oil and Gas Portfolio Manager, Unique Assets
SS&C Innovest
