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

Recently Released!!!
Date Published: June 25, 2019
Summary PowerPoint Deck: 78 Slides
Reference PowerPoint Deck: 295 Slides

The purpose of this research is to provide readers with a comprehensive 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 is part of Tiburon's broader coverage of financial advisor channels.

This research addresses the historical phases of upscale channels, including:
  • Private Banks Dominance Phase
  • Family Office Emergence Phase
  • Maturization Phase
This research defines distinct market segments of upscale channels, 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 several future predictions for the upscale channels, including:
  • Moderate 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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