Rethinking65 Reports on HNW Client Tactics at Strategy Forum 2025

In a Rethinking65 article published on November 20, Strategy Forum 2025 received prominent coverage. The article covered Richard Joyner, Managing Director at AlTi Tiedemann Global, as he presented to attendees the complexities financial advisors face when helping ultra-high-net-worth (UHNW) families manage unique tangible assets such as aircraft, yachts, art collections, ranches, and specialty properties. Joyner’s insights, shared during his session “Planes, Trains and Automobiles: Helping Ultra-High-Net-Worth Families Manage Their Unique ‘Stuff’ and Why It Matters,” emphasized the importance of assembling multidisciplinary teams to navigate the tax, legal, operational, and insurance challenges accompanying these assets.

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The article reinforces the critical role advanced advisor capabilities play in protecting UHNW clients from overlooked risks—from liquidity and liability exposure to family governance issues. It also highlights a key theme from the Institute's 2025 Strategy Fourm: that serving UHNW families requires integrated expertise across planning, risk management, and specialized asset oversight, particularly as these holdings often carry deep emotional significance and complex financial implications.

Read the full Rethinking65 article here: https://rethinking65.com/planes-yachts-and-artwork-guiding-uhnw-clients/