This is the second article in our two‑part series on the RIA dual mandate. Whereas Part I detailed how a modern, digital tech foundation unlocks scale, Part II shows why that foundation matters: it allows firms to step into the "Family CFO" role and command the full financial lives of high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) households. As plain‑vanilla portfolio management becomes commoditized, RIAs that weave together investments, tax and estate planning, philanthropy, and private‑market access are widening both margins and moats.
Industry surveys indicate that 72% of UHNW clients now expect “one‑desk coordination” across these domains, while 64 % say they would move assets to a firm that can deliver it. Delivering that promise, however, requires strategy discipline, robust operating models, and tight data governance, the very areasMesh Digital’s modular engagements are designed to reinforce.
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