Despite the turbulence of the past year, HNW/family office practices remained steady, according to a recent survey of accounting and family office firms. Eighty-three percent of respondents indicated that the pandemic had either a neutral or positive impact on their HNW practices. When asked specifically whether the pandemic increased or decreased HNW client demand, 37% said it had increased. Only 6% indicated a decrease in demand.

The dependability, resilience, and steadiness of HNW clients show that there are still big opportunities for firms in this space. As a result, many firms are looking for ways to further improve service delivery while also expanding their offerings to these clients. Download this white paper and learn about:

• Services that are most in demand among these clients
• Existing services they value most
• How to build on successes in these areas
• How to expand on the reliable, significant revenue streams provided by HNW accounts
• Ways to better serve HNW clients, expand your capabilities and strengthen those already in place