The No. 1 question ultra-high net worth families should ask a financial advisor

CNBC•Mon, Jun 22, 2026, 01:10 PM•2 min read

The financial needs of the uber-rich are often complex. Here's how an ultra-high net worth family can gauge a prospective financial advisor.

Source: [CNBC](https://www.cnbc.com/2026/06/22/ultra-high-net-worth-families-choose-financial-advisor.html)

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