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CE Credit Webinar: Managing Ultra-High-Net-Worth Clients

Libretto Team

Join our webinar on September 30, 2026 at 1pm Pacific Time. CFP CE credit is available for live participants.

Register on Zoom

Many advisors have opportunities to work with affluent clients. Sometimes the path is gradual, as long‑standing clients accumulate wealth. Other times it arrives abruptly through a referral.

The challenge is knowing how to win the business and deliver at an elevated level without fundamentally rebuilding your firm.

Join Jeff Coyle, founder of Libretto and former advisor with more than 25 years of experience serving ultra-high-net-worth families, to learn a practical framework for extending your existing advisory model upmarket. The session covers how to:

  1. Compete for affluent client relationships.
  2. Integrate investments and wealth management into cohesive client strategies.
  3. Operate as a wealth strategist, delivering a virtual family office experience.

Want a preview? Read Jeff Coyle’s article: Starting to Advise Ultra-Rich Clients? Don't Rebuild Your Firm, Just Rethink It.

Important disclosure:

This material is being provided for informational and educational purposes only and nothing contained herein should be considered, or is, investment advice or a recommendation to buy or sell any securities. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Libretto provides advisory services to registered investment advisors and other professional advisors and does not advise individual clients. Individuals should consult their personal financial advisor or a licensed securities professional before investing.

Libretto LLC (“Libretto”) is an SEC-registered investment advisor; however such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Information about Libretto, including the services provided, the types of clients Libretto accepts and fees charged, is available on Libretto’s Form ADV Part 2A at www.adviserinfo.sec.gov. For additional information and disclosures, please see Libretto’s full disclosures.