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Bringing a Planning Mindset to High Net Worth Clients
Hear more how Wells Fargo Advisors helps professionals with an intentional growth mindset thrive while providing for their high net worth and ultra-high net worth clients.
Topics Discussed
- Puya Lavian's tax and finance law background informs his work managing wealth for high net worth families .
- The firm's strategic shift successfully prioritized client-centric and advisor-enabling infrastructure.
- Advising ultra-high net worth clients requires personalized service emphasizing generational planning and clear communication.
- Lavian advises basing growth decisions on ecosystems that provide tools for clients' complex needs.
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