This May, more than 2,000 financial professionals will gather in Phoenix for Envestnet Elevate—an event designed to help advisors navigate complexity, unlock growth, and deliver more personalized client outcomes.
For advisors focused on high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, Elevate offers something especially valuable: a dedicated track centered on the strategies, tools, and insights required to compete—and win—in this increasingly sophisticated segment.
As client expectations evolve and competition intensifies, the ability to deliver personalization at scale is no longer a differentiator. It’s table stakes. Elevate is built to help advisors rise to that challenge.
Winning high-net-worth clients: Strategies for growth
High-net-worth clients present a unique paradox: they are often the most valuable relationships in an advisor’s book—and the most complex to serve.
That’s why Elevate 2026 features a dedicated track focused on helping advisors deepen relationships, manage complexity, and deliver differentiated value to HNW clients.
From tax-aware portfolio construction to multi-generational planning and customized investment strategies, these sessions are designed to help firms evolve from traditional advisors into holistic wealth partners.
High-net-worth practice management workshop
Designed as a hands-on, interactive session, this workshop explores how advisors can strengthen relationships with HNW clients while scaling their practice.
Attendees will learn how to:
- Deliver more personalized, goals-based HNW planning experiences
- Navigate complex client needs across tax, estate, and portfolio strategy
- Build deeper, more durable client relationships through tailored engagement
The session reflects a broader shift in wealth management: success with HNW clients increasingly depends on combining high-touch advice with high-tech outsourcing.
Solving the concentration paradox: Protecting success by broadening opportunity
For many HNW clients, wealth is built through concentration—but preserved through diversification.
This session tackles one of the most common (and sensitive) challenges advisors face: helping clients transition from concentrated positions to more balanced, tax-efficient portfolios—without losing sight of the story behind that wealth.
Advisors will gain practical strategies for:
- Implementing tax-efficient diversification approaches
- Aligning portfolio decisions with long-term client goals
Direct indexing strategies for high-net-worth clients
Customization is becoming the defining expectation of HNW investors—and direct indexing is at the center of that shift.
This session explores how advisors can leverage direct indexing to:
- Personalize portfolios at the individual client level
- Optimize for tax outcomes through ongoing harvesting
- Align investments with client preferences and values
As personalization becomes more scalable through technology, direct indexing is quickly moving from niche strategy to core offering.
How direct indexing and tax intelligence are reshaping the modern UMA
As the industry shifts from product-centric to portfolio-centric thinking, unified managed accounts (UMAs) are emerging as a powerful framework for delivering holistic, tax-aware solutions.
In this session, industry leaders will explore:
- When to use SMAs vs. UMAs for HNW clients
- How to integrate tax overlays and direct indexing into a unified strategy
- Ways to manage complexity across asset classes, alternatives, and concentrated positions
The takeaway: modern portfolio construction isn’t about choosing products—it’s about orchestrating outcomes.
Earn while you learn
Scale your expertise and your credentials simultaneously. Secure up to 6 hours of CFP and CIMA CE credits while exploring the emerging trends and wealthtech innovations shaping the future of wealth management.
Why the HNW opportunity matters now
The stakes for winning high-net-worth clients have never been higher.
Across the industry, advisors are facing:
- Increasing demand for personalization and customization
- Greater complexity in tax, estate, and investment planning
- Heightened competition from both traditional firms and emerging platforms
At the same time, HNW clients represent one of the most significant growth opportunities for advisors—particularly as wealth continues to concentrate and transfer across generations. Elevate’s HNW track is designed to help advisors meet this moment with confidence—equipping them with the strategies, technology, and insights needed to compete at the highest level.
Make this your moment. Register today and experience the HNW track at Elevate 2026.
