US Wealthy Families: Ask This First

Ultra-high net worth US clients generally hold ~$20M to $30M+ in investable assets, with needs beyond standard portfolio management and basic advice.
The first screening question: What services and experience do you have for clients with financial pictures like mine, including complex situations today?
Like me matters because one family may own a major business, while another may hold $35M in stock options before an IPO.
Advisor value often comes from coordinating tax, estate, trust, business, philanthropy, and family governance across generations with a seamless client experience overall.
Ask how tax and estate planning gets implemented, then ask about succession, since families may need institutional support for 30 yr or more.