Wealth management of ultra high net worth (UHNW) clients is a vibrant growth area and a promising area for the advisory industry. In 2021, about 141,000 US investors had $50 million or more in total assets. This 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 examines the intricacies of managing and maximizing wealth using non-traditional assets such as oil, gas and minerals. Join industry experts as they share actionable insights and strategies, empowering you to enhance your service offerings and deliver unparalleled value to your wealthiest customers.

Key relationships:

• 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 take advantage of these often overlooked investment opportunities.

¹How to tap into the 'phenomenal' growth of affluent customersThinkAdvisor, 16 March 2023

Sponsored by

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

Sam L. Coach
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