Understanding the Wealthy


Hannah's unmatched expertise on the affluent market can help service professionals, financial institutions and luxury goods companies work more effectively with these important and valuable clients.

Empirical research is the differentiating element in Hannah’s work and the foundation on which her books and articles, advisor coaching practices, consulting, and speaking engagements are based. Rather than relying on guesswork and anecdotes, Hannah and her partners go directly to the wealthy and their advisors to learn as much as possible on a first-hand basis. Every research study is carefully constructed and executed and includes both quantitative and qualitative components, allowing a complete picture of each survey subject to develop. Hannah has overseen many of the industry’s seminal studies, including those on investor behavior, family offices, luxury spending, advisor and intermediary relationships, and high-net-worth client satisfaction.


 

Learn More About The Affluent...

Volume 1, Issue 2 - The Allure of the Family Office
Control and economics are the primary drivers behind SFOs

Volume 2, Issue 1 - The Middle-Class Millionaire
Understand the largest and most influential affluent population in the US