For high-net-worth and ultra-high-net-worth clients, financial complexity often increases alongside wealth, especially during major transitions such as a business sale or inheritance. Tara Popernik, EVP of wealth planning at LPL Financial, discusses how advisors can uncover deeper client priorities, coordinate tax and estate planning expertise, and serve as the central point of contact in a client’s financial life. She also shares what advisors can learn from the holistic relationships many affluent women increasingly expect.
