Forget Relationships, Complex Services Are Top of Mind for HNW Clients

Aaron White, Chief Growth Officer at Adero Partners, was interviewed by InvestmentNews to discuss key advanced planning strategies for high-net-worth and ultra-high-net-worth clients.

“Our clients have no idea what’s in their 60-page estate plan,” White said. “They don’t understand it, they can’t visualize it, so the service that we’re rolling out to visualize estate planning,, is going to be a major enhancement, and allow for deeper conversations with our clients.”

The material provided is for informational and educational purposes only. Adero Partners does not validate material not produced by Adero Partners; sources are cited and links provided. Any opinions expressed do not directly reflect those of Adero Partners. This material does not represent advice, a recommendation or solicitation to buy or sell any specific securities or investment. Adero Partners is an advisory firm registered with the Securities and Exchange Commission (“SEC”). SEC registration does not imply a certain level of skill or expertise.

Sign-up to receive insights from Adero Partners

Sign-up to receive insights for managing your wealth

Whether you have a specific question or you're interested in learning more about our tailored approach to managing your wealth, we would like to begin a conversation with you.

Investable Asset Range
How Can We Help You?