A UHNW client is not a "wealthy investor" but a family with assets from 30m, a complex structure, multiple jurisdictions and a high cost of error. An advisor at this level does not sell products — they manage complexity and trust. The course builds the profession. Positioning: who a trusted advisor is, the difference from a private banker, wealth manager, family office CIO, consultant; the "capital advocate" model and the conflict of interest in commission-based models. Trust: how it is built and lost, confidentiality, reputation, working with NDAs, first meetings and diagnostics. Family and capital diagnostics: asset and liability map, ownership structure, objectives (personal, family, business, philanthropic), risk profile, liquidity, time horizons. Integrated solution: investments, taxes, legal structures, insurance, real estate, business, art & collectibles, philanthropy, education, health, security, lifestyle. Expert coordination: tax advisors, lawyers, auditors, investment managers, insurance brokers; the "conductor" role and vendor management. Working with the family: multiple generations, conflicts, heirs, family governance, transition preparation. Communication: reporting, meetings, language, working with emotions and expectations. Ethics and compliance: KYC/AML, sanctions, tax transparency, CRS, refusing dubious schemes, advisor liability. Practice: building an integrated plan for a specific UHNW client and simulating a first meeting.
Thinking…