Advisors Who Step Up: The Key To Capturing $30+T in HNW Assets

▤ Summary

The article highlights a Cerulli Associates report projecting that assets held by high-net-worth households will exceed $30 trillion by 2028. It shows that wealth managers are broadening their service stacks, especially in estate planning, trust administration, private banking, tax work, and philanthropy support. The piece frames this growth as a competitive opportunity for advisors that want to attract and retain affluent clients. It also points readers to philanthropy services as a way to differentiate a practice and deepen client relationships.

▦ Linked Companies

Foundation Source

$10M to $25M