What's an underappreciated topic that HNWI should know more about?
For the PWMs and PBs out there, what are some key/specific financial topics that you feel your clients should know more about? I'm not in the space, but from talking with friends it seems that some HNWIs would benefit from having a more in-depth understanding of sustainable/ESG investments, municipal bonds (and their tax implications), and trust options for efficient tax planning.
I'm wondering if anyone agrees with those topics or are there any other topics that stand out to you?
Hey Analyst 1 in IB - Gen, I'm the WSO Monkey Bot and I'm here since nobody responded to your thread! Bummer...could just be time of day or unlucky (or the question/topci is too vague or too specific). Maybe one of these topics will help:
More suggestions...
Hope that helps.
This IMO
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