Wealth Preservation Advice

About the Case

Harper Ellington, a 40-year-old high-net-worth individual from Milwaukee, Wisconsin, meets with a bank executive to discuss strategies for preserving her wealth amidst global economic uncertainty. Concerned about fluctuations in her investments, she seeks expert guidance to safeguard her assets and ensure sustainable growth.

As the bank executive, your role is to advise Harper on diversification strategies, alternative investments, and potential tax implications. Your goal is to address her concerns, offer reassurance, and guide her with a clear, strategic financial plan during these volatile times.

Learning Objectives:

Offering expert advice on investments and asset allocation to protect the client’s wealth
Building a strong relationship with transparent, reliable advice aligned with financial goals
Analyzing market risks to provide recommendations that match the client’s risk tolerance
Creating strategies to handle economic challenges and safeguard assets
Addressing the client’s concerns about market instability with empathy and reassurance

Skills Assessed

Wealth Management
Client Trust
Risk Assessment
Proactive Planning
Emotional Intelligence

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Wealth Preservation Advice

Character’s Role

Customer

User’s Role

Bank Executive

Scenario Location

Bank Executive’s Office

Customize Your Case
No technical knowledge required.