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Don't get enamoured by the trending product. Real advisors come up with great ideas but will also advice you against products that don't suit your needs.
HNIs want advisors that can keep things confidential and abrest of information. Rather than creation of wealth, HNIs focus is on preservation and distribution of wealth.
For preservation, advisors look at beating inflation and preserving the capital that the invidual has created. Distribution of wealth needs to be hassle free and seamless for the next generation.
Goal based planning is also relevant for HNIs and the goals can include legacy, inheritance and philanthropy
Great Topic, unfortunately sound not clear, taking too much effort to understand.
