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Finding and servicing elite wealth

The First Annual Elite Wealth Management Conference in Boston covered how an advisor can successfully work with some of the more than 751,000 families worth a minimum of $20 million that command more than $97 trillion.

Read Mike Byrnes’ Private Wealth magazine articles called:

Aiming For The Ultra-Affluent

Read how advisors need to change their approach to find ‘submerged whales’ and better cater to the super rich.  Also, understand how a ‘war room’ technique can make you more successful.

A Team Approach To UHNW Issues

Learn about how the ultra high net worth need a team of professionals that the advisor should quarterback. Get insights into two important services: concierge medicine and personal security.

Need help working with clients that have millions or even billions of dollars? Contact Byrnes Consulting for assistance.

 

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