Gartner Research

Meeting the Wealth Management Needs of High-Net-Worth Business Owners

Published: 11 January 2019

ID: G00411642

Analyst(s): Financial Services Business Leader Research Team


Wealth management firms are underserving high-net-worth, business owning clients, and the needs of business owners represent a key growth opportunity. Understanding the needs and goals of business owners can help wealth management leaders improve the services their firms already provide.

Table Of Contents

Unique Needs of Business Owners

Preferences for Advisor Interactions

Going Beyond Traditional Advice

Solving Business Challenges

The Importance of Personalized Advice

Planning With Business Owners


Recommended by the Authors

About This Research

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