High-Net-Worth Services

Win in the affluent market by broadening your expertise

Efficiently enhance your own offerings to win and retain affluent clients with High-Net-Worth Services from LPL Business Solutions.

Affluent clients have complex needs and high expectations for exclusive experiences and trusted advice to help them grow, leverage, protect, and transfer their wealth. Whether you’re considering expanding your business to serve high-net-worth clients or looking for ways to elevate your successes with existing clients, we can help.

With deep experience working with affluent clients, our High-Net-Worth Services team works exclusively on supporting you and your client at every stage of the journey. Partnering with LPL, you can provide clients with convenient, customized, single-source access to a broad range of subject matter expertise and proven capabilities for:

Advanced Planning
Estate Planning
Philanthropic Planning

When you need extended support to deliver differentiated value that wins new business and deepens existing relationships, we also provide you with access to:

Customized Portfolio Construction
Investment Proposals
Specialist Consultations
Optional Point-of-Sale Support, meeting directly with you and your clients, if desired

Working with High-Net-Worth Services, you can confidently tailor client engagements and create personalized strategies, goal-directed insights, and holistic wealth planning that grows your clients’ wealth and your business.

Why LPL High-Net-Worth Services?

Maximize your expertise

Efficiently win and retain more high-net-worth clients

Enhance your offerings and business approach with LPL’s trusted subject matter experts. It’s like having a dedicated team, without the overhead.

Elevate client experiences

Exceed expectations of affluent clients

Build deeper relationships and create differentiated value through personalized experiences and convenient, single-source access to trusted professionals to help your high-net-worth clients maximize their investment opportunities, minimize tax liabilities, plan their legacy, direct philanthropic giving, and make their money work harder.

Unleash growth

Unlock more of the affluent market

Draw on our proven ability to help advisors increase high-net-worth assets by 200%^¹. Confidently win and keep every one of your most profitable clients through our unique approach that complements your business and positions you for growth.

FAQs

Why are we making changes to our high-net-worth offering? What happened to the Private Client Group?

Advisors have been asking for additional support and enhanced deliverables to aid in planning for their high-net-worth prospects and clients. The additional support advisors will receive through this process allows us to dive deeper than we were able to historically and enables advisors to define high-net-worth in their practice.

Is there a minimum investment asset threshold to engage the High-Net-Worth Services team?

No, there is no longer a minimum investable asset threshold for investors to qualify for this support. Our team is available to assist you with any clients or prospects you believe would benefit from these services based on their needs and specific scenario.

How will High-Net-Worth Services complement my business and my own network of professionals?

We know you work hard to get and keep your clients, so we work closely with you to listen to your needs and your client’s needs, and then customize our approach. We can attend client meetings with you or work behind the scenes—it’s up to you.

This service is designed to work with and for your business, in whatever way best supports you. We can extend and enhance your own capabilities, and strengthen the capabilities of your own network of accountants, attorneys, and more, to provide your high-net-worth clients with exceptional service and deep expertise.

I want to talk with a professional about my client's situation. Can I still schedule a consultation to speak with a member of the High-Net-Worth Services team?

If you have a high-net-worth client or prospect and would like to schedule a time to speak with us about their specific scenario, please submit the form at the top of the page and a high-net-worth consultant will be in touch. There is no cost for these conversations.

The Private Client Group previously worked together with me on a client. Will I still need to do a paid engagement for additional guidance for that client?

We remain available to answer questions or provide guidance to you and your client, and there is no charge for these discussions. However, depending on the level of support needed going forward, there may be a charge for future deliverables. Please submit the form at the top of the page and a high-net-worth consultant will be in touch to schedule a time to review your specific needs.

Capture your share of the growing high-net-worth market

The high-net-worth market offers significant growth opportunity for advisors.

$20 trillion

in financial assets in the hands of high-net-worth and ultra-high-net-worth investors²

1.2% globally

are high-net-worth investors, who control 48% of investable assets of the global population³

$568.8 billion

fees generated by high-net-worth investors from asset management and other financial transactions⁴

1. "LPL Rolls Out HNW Services", Think Advisor, published 6-15-2022

2. High-Net-Worth Households Now Control More than One-Third of U.S. Net Worth", Cerulli, published December 3, 2020

3. "Global Wealth Report 2022", Credit Suisse. accessed July 21, 2023

4. "World Very High Net Worth Financial Services Analysis 2022", Research and Markets, published December 07, 2022

Ready to determine if High-Net-Worth Services is right for you?

Schedule a call with a Business Solutions consultant

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