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This is a breakdown of some of the main differences between high-net-worth firms, advisors, and family offices.",[1011],{"type":129,"attrs":1012},{"color":773},{"type":1014,"content":1015},"table",[1016,1060,1097,1134,1171,1208,1245,1282],{"type":1017,"content":1018},"tableRow",[1019,1026,1038,1049],{"type":1020,"attrs":1021,"content":1023},"tableCell",{"colspan":1022,"rowspan":1022,"colwidth":34,"backgroundColor":34},1,[1024],{"type":18,"attrs":1025},{"textAlign":34},{"type":1020,"attrs":1027,"content":1030},{"colspan":1022,"rowspan":1022,"colwidth":1028,"backgroundColor":34},[1029],100,[1031],{"type":18,"attrs":1032,"content":1033},{"textAlign":34},[1034],{"text":1035,"type":22,"marks":1036},"High-net-worth firms",[1037],{"type":38},{"type":1020,"attrs":1039,"content":1041},{"colspan":1022,"rowspan":1022,"colwidth":1040,"backgroundColor":34},[1029],[1042],{"type":18,"attrs":1043,"content":1044},{"textAlign":34},[1045],{"text":1046,"type":22,"marks":1047},"Financial advisors",[1048],{"type":38},{"type":1020,"attrs":1050,"content":1052},{"colspan":1022,"rowspan":1022,"colwidth":1051,"backgroundColor":34},[1029],[1053],{"type":18,"attrs":1054,"content":1055},{"textAlign":34},[1056],{"text":1057,"type":22,"marks":1058},"Family offices",[1059],{"type":38},{"type":1017,"content":1061},[1062,1070,1079,1088],{"type":1020,"attrs":1063,"content":1064},{"colspan":1022,"rowspan":1022,"colwidth":34,"backgroundColor":34},[1065],{"type":18,"attrs":1066,"content":1067},{"textAlign":34},[1068],{"text":1069,"type":22},"Control",{"type":1020,"attrs":1071,"content":1073},{"colspan":1022,"rowspan":1022,"colwidth":1072,"backgroundColor":34},[1029],[1074],{"type":18,"attrs":1075,"content":1076},{"textAlign":34},[1077],{"text":1078,"type":22},"Hand over control to advisors within the firm.",{"type":1020,"attrs":1080,"content":1082},{"colspan":1022,"rowspan":1022,"colwidth":1081,"backgroundColor":34},[1029],[1083],{"type":18,"attrs":1084,"content":1085},{"textAlign":34},[1086],{"text":1087,"type":22},"May be able to hand over control to a financial advisor or maintain control and make investment moves yourself.",{"type":1020,"attrs":1089,"content":1091},{"colspan":1022,"rowspan":1022,"colwidth":1090,"backgroundColor":34},[1029],[1092],{"type":18,"attrs":1093,"content":1094},{"textAlign":34},[1095],{"text":1096,"type":22},"Complete control over investments in-house managed by an advisor you hire.",{"type":1017,"content":1098},[1099,1107,1116,1125],{"type":1020,"attrs":1100,"content":1101},{"colspan":1022,"rowspan":1022,"colwidth":34,"backgroundColor":34},[1102],{"type":18,"attrs":1103,"content":1104},{"textAlign":34},[1105],{"text":1106,"type":22},"Cost",{"type":1020,"attrs":1108,"content":1110},{"colspan":1022,"rowspan":1022,"colwidth":1109,"backgroundColor":34},[1029],[1111],{"type":18,"attrs":1112,"content":1113},{"textAlign":34},[1114],{"text":1115,"type":22},"High. 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Deep expertise, transparency, experience, and integration might be at the top of your list. ",[1351],{"type":129,"attrs":1352},{"color":773},{"type":764,"attrs":1354,"content":1355},{"level":875,"textAlign":34},[1356],{"text":1357,"type":22,"marks":1358},"Experience with complex wealth management and intergenerational planning",[1359],{"type":129,"attrs":1360},{"color":882},{"type":18,"attrs":1362,"content":1363},{"textAlign":34},[1364],{"text":1365,"type":22,"marks":1366},"High-net-worth individuals need a multifaceted approach to managing complex finances. They may have highly concentrated stock positions, business interests, tax issues, private investments, intergenerational wealth needs, and more. ",[1367],{"type":129,"attrs":1368},{"color":773},{"type":18,"attrs":1370,"content":1371},{"textAlign":34},[1372,1377,1386],{"text":1373,"type":22,"marks":1374},"You might want to look for advisors who offer services for ",[1375],{"type":129,"attrs":1376},{"color":773},{"text":1378,"type":22,"marks":1379},"trust funds",[1380,1383,1385],{"type":31,"attrs":1381},{"href":1382,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://www.unbiased.com/discover/investing/everything-you-need-to-know-about-trust-funds",{"type":129,"attrs":1384},{"color":811},{"type":813},{"text":1387,"type":22,"marks":1388},", liquidity events, exit planning, retirement planning, business succession, and other complex wealth management issues you need for your unique situation. ",[1389],{"type":129,"attrs":1390},{"color":773},{"type":764,"attrs":1392,"content":1393},{"level":875,"textAlign":34},[1394],{"text":1395,"type":22,"marks":1396},"Fiduciary standard and transparency",[1397],{"type":129,"attrs":1398},{"color":882},{"type":18,"attrs":1400,"content":1401},{"textAlign":34},[1402,1407,1416],{"text":1403,"type":22,"marks":1404},"Look for a wealth management firm that’s required to be held to a ",[1405],{"type":129,"attrs":1406},{"color":773},{"text":1408,"type":22,"marks":1409},"fiduciary standard",[1410,1413,1415],{"type":31,"attrs":1411},{"href":1412,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://www.unbiased.com/discover/financial-advice/fiduciary-financial-advisor",{"type":129,"attrs":1414},{"color":811},{"type":813},{"text":1417,"type":22,"marks":1418}," and act in your best interests. Especially at a higher wealth level, you don’t want to get locked into an investment that earns your advisor excessive commissions. ",[1419],{"type":129,"attrs":1420},{"color":773},{"type":18,"attrs":1422,"content":1423},{"textAlign":34},[1424],{"text":1425,"type":22,"marks":1426},"Your wealth management firm should be independently owned and not associated with specific investment products or funds. This way, the firm can make recommendations based on your interests alone. ",[1427],{"type":129,"attrs":1428},{"color":773},{"type":18,"attrs":1430,"content":1431},{"textAlign":34},[1432,1437,1446],{"text":1433,"type":22,"marks":1434},"You’re also looking for transparency with fees. ",[1435],{"type":129,"attrs":1436},{"color":773},{"text":1438,"type":22,"marks":1439},"Know what you’re paying",[1440,1443,1445],{"type":31,"attrs":1441},{"href":1442,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://www.unbiased.com/discover/financial-advice/how-does-a-financial-advisor-get-paid",{"type":129,"attrs":1444},{"color":811},{"type":813},{"text":1447,"type":22,"marks":1448}," your wealth management firm and how it compares with the industry average. ",[1449],{"type":129,"attrs":1450},{"color":773},{"type":764,"attrs":1452,"content":1453},{"level":875,"textAlign":34},[1454],{"text":1455,"type":22,"marks":1456},"Tax and estate planning services",[1457],{"type":129,"attrs":1458},{"color":882},{"type":18,"attrs":1460,"content":1461},{"textAlign":34},[1462,1467,1476],{"text":1463,"type":22,"marks":1464},"If you want better preservation of your wealth, you may want to look at tax and estate planning services. A tax professional can save you money now and give advice that can ensure more of your money goes to your heirs instead of to ",[1465],{"type":129,"attrs":1466},{"color":773},{"text":1468,"type":22,"marks":1469},"taxes",[1470,1473,1475],{"type":31,"attrs":1471},{"href":1472,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://www.unbiased.com/discover/taxes/7-ways-to-reduce-your-tax-liability#7-ways-to-reduce-your-tax-liability",{"type":129,"attrs":1474},{"color":811},{"type":813},{"text":1477,"type":22,"marks":1478},". Likewise, estate planning can also help you move your wealth to better legal structures for a more efficient wealth transfer.  ",[1479],{"type":129,"attrs":1480},{"color":773},{"type":764,"attrs":1482,"content":1483},{"level":875,"textAlign":34},[1484],{"text":1485,"type":22,"marks":1486},"Coordination and integrated services",[1487],{"type":129,"attrs":1488},{"color":882},{"type":18,"attrs":1490,"content":1491},{"textAlign":34},[1492],{"text":1493,"type":22,"marks":1494},"The different facets of your wealth management team must work together. Taxes, investing, estate planning, and many other facets of wealth go hand in hand. Coordination of all the different teams is a job in itself. ",[1495],{"type":129,"attrs":1496},{"color":773},{"type":764,"attrs":1498,"content":1499},{"level":875,"textAlign":34},[1500],{"text":1501,"type":22,"marks":1502},"Reputation",[1503],{"type":129,"attrs":1504},{"color":882},{"type":18,"attrs":1506,"content":1507},{"textAlign":34},[1508,1513,1522],{"text":1509,"type":22,"marks":1510},"A firm’s reputation demonstrates its ability to serve other individuals with similar wealth profiles. It’s a great sign if they have great performance, client retention, and high-quality services. 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",[1541],{"type":129,"attrs":1542},{"color":773},{"text":804,"type":22,"marks":1544},[1545,1547,1549],{"type":31,"attrs":1546},{"href":808,"uuid":34,"anchor":34,"target":34,"linktype":36},{"type":129,"attrs":1548},{"color":811},{"type":813},{"text":1551,"type":22,"marks":1552}," can connect you to an advisor today. ",[1553],{"type":129,"attrs":1554},{"color":773},"article-rich-text",[1557],{"_uid":1558,"image":1559,"title":1564,"subtitle":12,"component":1582,"breadcrumbs":558},"7258534c-6542-4ae2-bfde-cd263bf80204",{"id":1560,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1561,"copyright":12,"fieldtype":1562,"meta_data":1563,"is_external_url":543},175672514167291,"https://a.storyblok.com/f/185166/5685x4092/71045422f6/high-net-worth-wealth-management.jpg","asset",{},{"type":15,"content":1565},[1566],{"type":18,"attrs":1567,"content":1568},{"textAlign":34},[1569,1574],{"text":1570,"type":22,"marks":1571},"How to find the right ",[1572],{"type":129,"attrs":1573},{"color":773},{"text":1575,"type":22,"marks":1576},"high-net-worth wealth management firm",[1577,1579],{"type":129,"attrs":1578},{"color":773},{"type":25,"attrs":1580},{"class":1581},"primary-gradient","app-hero",{"name":1584,"created_at":1585,"published_at":1586,"updated_at":1587,"id":1588,"uuid":1589,"content":1590,"slug":1601,"full_slug":1602,"sort_by_date":34,"position":1603,"tag_list":1604,"is_startpage":543,"parent_id":1605,"meta_data":34,"group_id":1606,"first_published_at":1607,"release_id":34,"lang":730,"path":34,"alternates":1608,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Alene Laney","2025-01-10T11:20:16.824Z","2025-07-31T11:31:28.400Z","2025-07-31T11:31:28.412Z",607140568,"fa11c784-d733-4cc0-a8ec-90a90154b805",{"job":1591,"_uid":1592,"name":1584,"image":1593,"component":1597,"education":1598,"expertise":1599,"description":1600},"Content Writer","a6e3129c-eeee-4438-8204-797883981521",{"id":1594,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1595,"copyright":12,"fieldtype":1562,"meta_data":1596,"is_external_url":543},19801386,"https://a.storyblok.com/f/185166/1986x1986/48279a1e44/alene-laney.jpg",{},"article-author","University of Utah, BA in English Literature & History ","Laney has more than 10 years of experience in media, including newsprint, public relations, marketing, and SEO content writing. \nHer work has been featured in national publications such as The Wall Street Journal, Fox Business, SoFi, Credible, and others.","Alene Laney is an award-winning journalist for Unbiased, where she breaks down financial topics related to retirement, investing, and banking. \n\nShe specializes in helping readers make the best decisions for their money with long-form content for brands and consumer publications.","alene-laney","authors/alene-laney",-20,[],224651374,"e2751bd8-55e4-46e9-94e4-ccce2929794c","2025-01-10T11:21:18.666Z",[],[1610],{"_uid":1611,"body":1612,"title":1625,"component":1626},"628318e0-01e9-4c44-8673-bc4675b4f2b9",[1613,1617,1621],{"_uid":1614,"href":1615,"text":1616,"component":542,"openInNewWindow":558},"0be1ef3a-f917-4e1d-920e-fdce87d9732a","unbiased.com/discover/financial-advice/family-office","What is a family office?",{"_uid":1618,"href":1619,"text":1620,"component":542,"openInNewWindow":558},"b1751502-0f0e-4b33-98c0-33fc82b9820c","unbiased.com/discover/financial-advice/what-is-a-multi-family-office","What is a multi-family office?",{"_uid":1622,"href":1623,"text":1624,"component":542,"openInNewWindow":558},"6cd1ccd2-40fd-44f0-b0ba-c8092431719b","https://www.unbiased.com/discover/financial-advice/family-wealth-transfer?_storyblok=173567792427468&_storyblok_c=app-article&_storyblok_version=&_storyblok_lang=default&_storyblok_release=0&_storyblok_rl=1778578422691&_storyblok_tk[space_id]=185166&_storyblok_tk[timestamp]=1778578423&_storyblok_tk[token]=1a221e8368b1de7fd91ef67827e6194dcec161a5","What are the best family wealth transfer strategies?","Related articles ","app-links-list",{"_uid":1628,"title":1629,"plugin":1630,"og_image":12,"og_title":12,"description":1631,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"e87be769-cbc5-4495-aca5-e80b999e9e0f","How to find the right high-net-worth wealth management firm","seo_metatags","High-net-worth individuals need an experienced wealth management firm with a large array of services. Integration and coordination are key for your complex finances.",{"name":1633,"created_at":1634,"published_at":1635,"updated_at":1636,"id":1637,"uuid":1638,"content":1639,"slug":1647,"full_slug":1648,"sort_by_date":34,"position":1649,"tag_list":1650,"is_startpage":543,"parent_id":1605,"meta_data":34,"group_id":1651,"first_published_at":1652,"release_id":34,"lang":730,"path":34,"alternates":1653,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Rachel Carey","2023-03-28T10:05:08.718Z","2025-01-28T12:05:49.815Z","2025-01-28T12:05:49.832Z",283076789,"b4ce951f-89c7-4ef6-97a8-709dc6d856e1",{"job":1640,"_uid":1592,"name":1633,"image":1641,"component":1597,"education":1644,"expertise":1645,"description":1646},"Senior Content Writer",{"id":1642,"alt":12,"name":12,"focus":12,"title":12,"filename":1643,"copyright":12,"fieldtype":1562,"is_external_url":543},7792663,"https://a.storyblok.com/f/185166/1199x1257/2401746255/rachel-carey.jpg","Griffith College Dublin, MA (Hons) in Journalism & Media Communications","Rachel brings over a decade of experience in media, including SEO content writing, marketing, public relations, and broadcast and print journalism.","Rachel is a Senior Content Writer at Unbiased, producing content across a range of different sectors, including personal finance, retirement, and investing. She specializes in simplifying intricate financial terms into clear, engaging content tailored for both B2C and B2B audiences.","rachel-carey","authors/rachel-carey",-10,[],"024abff2-15a6-4099-8ba2-25c01abe42e8","2023-04-03T07:50:42.397Z",[],"app-article",[],[],"High-net-worth families have unique needs for their wealth. The complexity and breadth of services you need are paramount to selecting the right wealth management firm. Learn more about what you should look for in this article. \n",[],"high-net-worth-wealth-management","discover/financial-advice/high-net-worth-wealth-management",-6280,[],365590167,"6fc9926c-06ea-4664-9703-01dfc69b4c85","2026-05-12T09:36:03.739Z",[],{"left":727,"top":727,"width":1668,"height":1668,"rotate":727,"vFlip":543,"hFlip":543,"body":1669},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",[1671,1674,1675],{"title":1672,"exact":558,"href":1673},"Home","https://www.unbiased.com",{"title":58,"exact":558,"to":72,"disabled":543},{"title":750,"exact":558,"to":1676,"disabled":558},"/discover/financial-advice/high-net-worth-wealth-management",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":1678},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1778921395393]