There's a few good examples in this article [0] by Barron's, but amongst the access to not-widely-available investments mentioned by other posters, there's a ge

There's a few good examples in this article [0] by Barron's, but amongst the access to not-widely-available investments mentioned by other posters, there's a general desire to understand the client as a person rather than a data point. It's less likely you go in seeking a loan etc and get told "risk model says no" because you have your assets tied up in a business or other non-standard investments their processes aren't built to understand. This is available to a similar degree at other private banks. [0] https://www.barrons.com/articles/SB50001424053111904571704577407973233243382 https://www.barrons.com/articles/SB5000142405311190457170457...