High-Net-Worth Services

Deepen affluent relationships with expanded expertise.

Affluent clients have complex needs and expect exclusive experiences and expert guidance to manage and grow their wealth. If you’re looking for ways to elevate your successes with existing clients, a paid relationship with High-Net-Worth Services can help.

Partnering with High-Net-Worth Services gives you and your clients streamlined access to a comprehensive suite of specialized planning and investment solutions, including:

Advanced Financial Planning – Deliver comprehensive plans to your clients that include plan design, summary, and report creation.
Estate and Philanthropic Planning – Help your clients effectively and efficiently pursue their wealth transfer goals with new strategies and opportunities for improvement.
Tax Planning – Add CPAs and legal specialists to your team to deliver tax plans that help make the tax code work for your clients.
Business Growth & Exit Planning – Provide support to clients aiming to sell or raise capital through specialized consultations and strategic investment bank relationships. This not only adds value for your clients but also creates new revenue opportunities for your practice through success fees.

How to Know if High-Net-Worth Services Is Right for You

High-Net-Worth Services can be a great addition to your business if you:

Have existing high-net-worth clients with whom you want to expand your relationship or offer additional value-added services
Have a high-net-worth prospect in the pipeline you want to bring into your business by offering in-depth planning services

Working with High-Net-Worth Services, you can confidently tailor client engagements and create personalized strategies, goal-directed insights, and comprehensive wealth planning that can help grow your clients’ wealth and your business.

Ready to take the next step? Schedule time with the High-Net-Worth Services Team to learn more about what’s available, and how you can use the offerings to elevate your experience for your valued clients and prospects.

Why LPL High-Net-Worth Services?

Broaden the scope of your practice
Expand your expertise to more effectively serve your affluent and complex clients
Enhance your offerings and business approach with LPL’s subject matter experts — it’s like having a dedicated team without the overhead
Deliver exceptional client experiences

Maximize your expertise

Efficiently win and retain more affluent and complex clients

Enhance your offerings and business approach with LPL’s trusted subject matter experts. It’s like having a dedicated team, without the overhead.

Elevate client experiences

Exceed the expectations of affluent clients

Deepen relationships and deliver additional value with an ensemble of professionals to help your clients work towards maximizing investment opportunities, mitigate tax liabilities, and plan their legacy.

Unleash growth

Unlock more of the affluent market

High-net-worth assets could increase by as much as 200% with High-Net-Worth Services.¹Confidently retain every one of your most profitable clients by differentiating your business and inspiring client loyalty and referrals.

FAQs

Is there a minimum investment asset threshold to engage the High-Net-Worth Services team?

No, there is no minimum investable asset threshold for investors to qualify for this support. Our team is available to assist you with any clients or prospects you believe would benefit from these services based on their needs and specific scenario.

How will High-Net-Worth Services complement my business and my own network of professionals?

We know you work hard to get and keep your clients, so we work closely with you to listen to your needs and your client’s needs, and then customize our approach. We provide optional point-of-sale support to attend client meetings with you or work behind the scenes — it’s up to you.

This service is designed to work with and for your business, in whatever way best supports you. We can extend and enhance your own capabilities, and strengthen the capabilities of your own network of accountants, attorneys, and more, to provide your high-net-worth clients with exceptional service and deep expertise.

Position Yourself to Meet the Needs of Your Affluent Clients

Distinguish yourself from competitors with a personalized experience and strong suite of specialized services.

79%

When assessing their advisors, 79% of affluent investors said that taking the time to understand their needs, goals, and risk tolerances was a top factor. ²

74%

Receiving proposed solutions customized to their unique situation emerged as a top factor for 74% of affluent investors.³

68%

Financial planning took on increased importance, with 68% of affluent investors using financial planning services, including legacy, estate, and philanthropic planning.⁴

Ready to determine if High-Net-Worth Services is right for you?

Schedule a call with a Business Solutions consultant.

Let's Talk

1. "LPL Rolls Out HNW Services", Think Advisor, published 6-15-2022

Source information for footnotes 2, 3, and 4 is: The Cerulli Report | U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 20232020
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