New Resource Available: Fees and Pricing for UHNW Client Services

The UHNW Institute is pleased to share the latest white paper from Schwab Advisor Family Office, Fees and Pricing for Ultra-High-Net-Worth Client Services, authored by Paul Ferguson, Managing Director at Schwab Advisor Family Office and Faculty Member at The UHNW Institute and Jamie McLaughlin, CEO of J. H. McLaughlin & Co., and Board of Directors Member at The UHNW Institute. This comprehensive piece explores current trends, challenges and innovative approaches to fee structures within the UHNW segment.

 

Key insights include:

• The increasing demand from UHNW families for more comprehensive and personalized services.
• The shift toward hybrid pricing models that combine asset-based fees with flat retainers.
• The importance of transparent fee structures to ensure service costs align with revenue.
• The need to develop offerings that align with the specific needs of UHNW families.
• The value of regularly reviewing pricing strategies to keep pace with client expectations and industry trends.

 

This resource is now available here in the Resource Library. Access it today to support your approach to fee structures and strengthen your alignment with client priorities.