High-Net-Worth Services

Win in the affluent market by broadening your expertise

Affluent clients have complex needs and high expectations for exclusive experiences and trusted advice to help them grow, leverage, protect, and transfer their wealth. Whether you’re considering expanding your business to serve high-net-worth clients or looking for ways to elevate your successes with existing clients, we can help.

The High-Net-Worth Services team works exclusively to support you with the planning and investing needs of your clients. Partnering with LPL, you can provide clients with convenient, customized, single-source access to a broad range of subject matter expertise and time-tested capabilities for:

Advanced planning – Experienced planners create comprehensive plans on your behalf that include plan design, summary, and report creation.
Estate and philanthropic planning – Help your clients to 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.
Customized portfolio construction – Investing experts analyze your client’s portfolio and present your guidance, aligned with their risk and return objectives, in a high-end deliverable.
Investment proposals – Access an industry-leading investment proposal that illustrates your client’s current account against your proposed solution.

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.

And this is just the beginning! Stay tuned as we continue to expand our suite of specialized services to help you win in the affluent market.

Why LPL High-Net-Worth Services?

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 expectations of affluent clients

Build deeper relationships and create value through personalized experiences and convenient, single-source access to an ensemble of experienced professionals to help your high-net-worth clients maximize their investment opportunities, minimize tax liabilities, plan their legacy, direct philanthropic giving, and make their money work harder.

Unleash growth

Unlock more of the affluent market

Draw on our proven ability to help advisors increase high-net-worth assets by 200%^¹. Confidently win and keep every one of your most profitable clients through our unique approach that differentiates your business and positions you for growth.

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 AFFLUENT INVESTORS

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 investors³

68%

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

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

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