U.S. High Net Worth

Cerulli’s high-net-worth research focuses on the distribution of retail asset management products and services to the high-networth and ultra-high-net-worth segment in the United States. Areas of coverage include: market sizing, vehicle use, fees, and services provided at family offices, wirehouses, RIAs, and private banks.

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Annual Reports

Subscription	# Titles	Actions
U.S. High-Net-Worth and Ultra-High-Net-Worth Markets	8	Call For Pricing Order Now
U.S. Private Banks & Trust Companies	5	Call For Pricing Order Now

* Subscriptions end 12 months after the release date of the most recent report.

Non-Annual Reports

Product Title	Release Date	Actions
Asset Management Opportunities in Banks: Trust Departments and Cross-Platform Opportunities	9/8/2014	Call For Pricing Order Now
Family Offices and Distribution: Opportunities for Asset Managers	8/25/2011	Call For Pricing Order Now
Special Quantitative Update: Investors in the High-Net-Worth and Ultra-High-Net-Worth Marketplace	3/15/2011	Call For Pricing Order Now