Advising the Ultra High Net Worth
Overview
The Ultra High Net Worth Segment of the marketplace continues to grow, creating unique opportunities for firms with professionals well-equipped to address the often complex needs of these clients. The Advising the Ultra High Net Worth Client Program is structured to equip experienced professionals serving these clients with the expertise required to distinguish their approach in this highly competitive segment of the marketplace.
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Target Audience
Professionals serving clients with $10 million +
Structure
The Program is segmented into three components, each designed to equip professionals with the depth of wealth planning expertise and practical client interaction skills they need to be more productive.
Delivery
This program is delivered on a blended platform of both classroom and online elements.