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High-Net-Worth Clients Want All the Help They Can Get - The Daily Upside

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Whether a firm is a family office or not, clients are increasingly looking for family office treatment. Expanded services are driving where high-net-worth and ultra-high-net-worth clients choose to park their assets, according to a report from Cerulli last week. The industry researcher also projects that by 2028, the total advisor-managed HNW industry will surpass $30 trillion in AUM. In a market based on survival of the fittest, firms with the broadest offerings are expected to come out on top. “As AUM grows, so does the complexity of our client needs,” said Jeremiah Barlow, head of wealth solutions at Mercer Advisors. “Firms that invest in technology, talent and a client-first culture will be best positioned to thrive.” Returns and portfolio performance will always remain central, but firms are expected to spend less time on day-to-day investment management and more on services, said Chayce Horton, associate director of wealth management at Cerulli. “They’re looking for ways to centr

High-Net-Worth Clients Want All the Help They Can Get - The Daily Upside Skip to content Advisor Upside | Practice Management High-Net-Worth Clients Want All the Help They Can Get Cerulli expects firms that provide the most client services will be the strongest performers. Facebook Twitter LinkedIn Mail Link September 2, 2025 Photo by Getty Images via Unsplash Sign up for market insights, wealth management practice essentials and industry updates. Subscribe Griffin Kelly griffin@thedailyupside.com September 2, 2025 Wait just a minute: Better put on your white gloves before you take that meetin

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