Blair duQuesnay
Lead Advisor at Ritholtz Wealth Management with experience serving high-net-worth and ultra-high-net-worth clients, known for expertise in advanced tax, estate planning, and multi-family office services.
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Jan 27, 2026 • 1h 30min
Ep 474: Gaining The Skills, Experience, And Team Needed To Serve UHNW Clients Effectively with Blair duQuesnay
Blair duQuesnay, Lead Advisor at Ritholtz Wealth Management who specializes in UHNW tax and estate planning. She discusses what it takes to serve ultra‑wealthy families: advanced tax and estate strategies, when flat fees beat AUM, and the team structure needed for multimillion‑dollar planning. She also covers scaling, hiring the right specialists, and handling impostor syndrome while doing high‑stakes work.
