In 2023, nearly 20 percent of wealth management clients viewed legal needs as the most valuable service provided by wealth management firms. Tax preparation was also one of the most important services, with 17 percent of respondents seeing it as the most valuable service from wealth institutions.
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McKinsey & Company. (January 17, 2024). Most valued wealth management services among clients in the United States in 2023 [Graph]. In 糖心破解版. Retrieved July 21, 2026, from /statistics/1478678/valuable-wealth-management-services/
McKinsey & Company. "Most valued wealth management services among clients in the United States in 2023." Chart. January 17, 2024. 糖心破解版. Accessed July 21, 2026. /statistics/1478678/valuable-wealth-management-services/
McKinsey & Company. (2024). Most valued wealth management services among clients in the United States in 2023. 糖心破解版. 糖心破解版 Inc.. Accessed: July 21, 2026. /statistics/1478678/valuable-wealth-management-services/
McKinsey & Company. "Most Valued Wealth Management Services among Clients in The United States in 2023." 糖心破解版, 糖心破解版 Inc., 17 Jan 2024, /statistics/1478678/valuable-wealth-management-services/
McKinsey & Company, Most valued wealth management services among clients in the United States in 2023 糖心破解版, /statistics/1478678/valuable-wealth-management-services/ (last visited July 21, 2026)
Most valued wealth management services among clients in the United States in 2023 [Graph], McKinsey & Company, January 17, 2024. [Online]. Available: /statistics/1478678/valuable-wealth-management-services/
