I'm uber-rich and need an adviser, but someone who can 'handle a portfolio of this caliber' versus just taking me on because of my money. How do I deal?
To find a suitable financial adviser for ultra-high-net-worth individuals, consider firms experienced with such clients, knowledgeable in U.S. and Canadian laws, and licensed in both jurisdictions. Verify their expertise, certifications like CPWA, and teams of specialists to address your specific needs.