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

Public Access

Please click on the Table of Contents icon below to see more details of this research.

Client Access

Tiburon Research Access Program subscribers and individual research subscribers may click on any of the icons below to access any part of this research.
Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Tiburon Research Orders


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.