There are many types of advisors, but only lawyers are subject to state bar ethics rules and able to provide attorney-client privilege for confidentiality. Most importantly, planning is not all about money, and we know that. Go to http://Protect.LIFE and let an attorney help you assemble your advisor team.
In summary, advisors looking to enter the UHNW space must be willing and able to solve complex financial and nonfinancial challenges, to be open-minded about their compensation model, to create time frames suitable to sustain their practice, while exhibiting the required patience to gain the trust of the prospective client, and finally, to have patience. After all, if you are going to capture a unicorn, you’re going to need to be patient.
