Estate Planning for Ultra High Net Worth Clients: A New Playbook for Advisors

The ultra high-net-worth market holds half of the $124 trillion Great Wealth Transfer, concentrated in just 2% of households. The firms that capture it won’t do it by accident.

Estate Planning for Ultra High Net Worth Clients: A New Playbook for Advisors is Wealth.com’s practical guide for advisory firms ready to move upstream. Inside, you’ll find a clear framework for finding UHNW prospects, navigating complex planning conversations, and delivering the kind of sophisticated service this audience expects from day one.

Download the white paper to explore:

• Why referrals from Centers of Influence remain the dominant path to UHNW clients and how to make yourself top-of-mind for the attorneys and CPAs who already serve them
• What changes at $30 million, and why the One Big Beautiful Bill Act’s permanent exemptions create a planning window advisors can act on now
• How directed trusts, jurisdictional selection, and generation-skipping structures give UHNW families what simpler strategies can’t
• The basis vs. gifting tension every advisor must understand and how swap power resolves it inside a single grantor trust structure

The UHNW market doesn’t hand out second chances at a first impression. Show up with the right playbook.