Barron's Advisor Sam Kang: What Today’s Ultrawealthy Families Expect From Advisors
Jan 20, 2026
Sam Kang, Head of Schwab Family Office, discusses the evolving role of advisors for ultra-wealthy families. He highlights the rise in family offices and the need for tailored service categories. Sam emphasizes the importance of building relationships across generations and managing conflicting values among heirs. He also touches on impact investing and how philanthropic values influence decisions. Additionally, Sam advises on pricing models and the necessity for cybersecurity in client data management.
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Advisors Must Be The Family's First Call
- Managing ultra high net worth families requires more than investment performance; it demands simplifying complexity and aligning generations.
- Advisors must become the trusted first call for major family decisions to remain relevant.
Segment Your Firm For Ultra Wealth Clients
- Segment your business and create capabilities tailored to ultra high net worth clients instead of treating all clients the same.
- Support aspirational multifamily offices by building specific offerings for their unique needs.
Ten Domains Define Family Office Work
- Family office services span quantitative, qualitative, and administrative domains across ten core areas.
- The advisor's role is to act as the hub connecting in-house teams and external vendors to serve unique family needs.