Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights (formerly Spectrem Group), dive into CEG's extensive data on what ultra-high net worth (UHNW) families are really worried about and how advisors can serve this group more effectively. Three Core Dimensions Of Ultra-Wealthy Client Concerns [08:40] Macroeconomic Concerns And The Gap Of What Ultra-HNW Clients Want From Advisors [12:33] Security Of Legacy And ‘Wasteful’ Heirs [19:20] The Outcome Of A Great Life: Aligning Values With Planning Process [27:10] Building The Elite Team To Move ‘Upmarket’ And Address Ultra-HNW Needs [30:38] Full transcript and resources: https://www.kitces.com/blog/ultra-high-net-worth-family-concerns-25m-advisor-services-upmarket/ https://www.cegwin.com/ultra-kitces