Upscale Channels:
Various Types of Firms Seeking to Serve the Ultra Affluent

Recently Released!!!
Date Published: January 27, 2017
Summary PPT Deck: 28 Slides

Reference PPT Deck: 269 Slides

The purpose of this research is to provide readers with an initial understanding of the various upscale channels, including CPA firms (their tax & financial planning businesses), law firms (their trusts & estates businesses), private banks, investment banks (their high net worth brokerage businesses), sports agents & business managers, and family offices. While these firms lack a common heritage, they share a common purpose of seeking to serve the ultra affluent. Each of these markets has a stand alone Tiburon research topic.

This research addresses the three historical phases of the upscale channels, including: 
  • Private Banks Dominance Phase
  • Family Office Emergence Phase
  • Maturization Phase

    This research defines six distinct market segments including:

    • CPA Firms (Tax & Financial Planning Businesses)
    • Law Firms (Trusts & Estates Businesses)
    • Private Banks
    • Investment Banks (High Net Worth Brokerage Businesses)
    • Sports Agents & Business Managers
    • Family Offices

This research outlines three key service providers to the upscale channels, including:

  • Technology Firms
  • Custodians & Clearing Brokers
  • Investment Management Firms

And this research makes the following future predictions for the upscale channels, including: 

  • Increasing Growth in Upscale Channels
  • Continuing Objective to Deliver Comprehensive Offers
  • Increasing Use of Alternative Investments
  • Continuing Search for the Ultimate Technology Solution
  • Increasing Industry Maturization

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