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4 major goals of HNIs - creation, protection, inheritance and liquidity. HNIs look at tax efficent products since they are taxed at the highest bracket.
Larger global event triggers are also looked at more closely by HNIs for any domestic impact and they expect advisors to be knowledgeable.
Aspiring ultra HNIs are willing to take more risk whereas Ultra HNIs are more focused on preserving capital.
Ultra HNIs have more reasonable expectations than retail investors because they are aware of market dynamics, financial gurus. Risk adjusted return is more important than return.
