Summary: As high-net-worth investors work with greater numbers of financial professionals and gravitate toward boutique-like service models, such as RIAs, multifamily offices and state-registered trust companies, the pressure is on providers to attract new wealthy clients.
 Many providers are trying to involve children at the outset of a new relationship, or persuading existing clients to invite their children. Others are designing boot camp programs to educate younger HNW investors on basic and advanced investing concepts, and to provide an opportunity to network with well-off peers." |
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