Private Wealth

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1.) Do you or your firm serve to the financial, legal and lifestyle needs of ultra-high-net-worth clients?
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2.) Which of the following best describes your primary business activity? (check one):
01. Private Banker
02. Broker
03. Insurance Producer/Provider
04. Asset Manager/RIA
05. Trust Officer
06. Family Office Executive
07. Wealth Manager
08. Attorney
09. Accountant
10.Other Product Provider

3.) What are your total assets under management?
14. Over $5 billion
15. Over $1 billion
16. $500 million - $999 million
17. $250 million - $499 million
18. $100 million - $249 million
19. Under $100 million

4.) What is the net worth of your average client?
23. Over $100 million
24. $50 - $100 million
25. $25 million - $49 million
26. $10 million - $24 million
27. $5 million - $9 million
28. $1 million - $4 million
29. Under $1 million


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