One major role of a manager is to control the relationship needed to assist clients and nurture their existing wealth and to retain most if not all of their assets and investments. This is an area that should be known by all managers. However, there are several companies that specialize in wealth management that have strategically aligned themselves with others in an effort to pool experience and resources just to accomplish the goals of their clients.

Another service that is offered by a manager is business planning. There are a number of wealthy 富途新聞 families that operate and run family-run businesses, and preservation of these companies are very important to be kept for the future as the next few generations take over. The manager can assist a family to grow their businesses and to also implement plans geared to make the business profitable and secure its long-term future. The assistance of business professionals may be used by managers such as business law attorneys or business managers, with the aim of helping them achieve their clients' needs. The advice that is needed to sell or acquire a business can be received from a wealth manager as well as sourcing a seller or buyer.