8 Keys to Meeting the Needs of Ultra-Wealthy Clients

During a recent interview with ThinkAdvisor, Paulina Mejia, the newly appointed national fiduciary counsel at Fiduciary Trust International, emphasized that ultra-high-net-worth clients are, at least in one important sense, not very different from the typical advisor’s middle-class or mass affluent clients. At the core of the UHNW client’s goal-setting and…