Wealthmanagement Email Newsletter: Hey, you're invited! Unique Assets: An Often-Overlooked Strategy for Ultra-High-Net-Worth Clients (August 2, 2024)

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Unique Assets: An Often-Overlooked Strategy

for Ultra-High-Net-Worth Clients

DATE:
Thursday
August 22, 2024

TIME:
2:00 PM ET
11:00 AM PT

DURATION:
60min

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.

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

EARN CE CREDIT

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Featured Speakers

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

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for viewing On Demand shortly after broadcast. Register today and you will

receive an email with login instructions as soon as the replay is available.

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