In the next 12 months, ultra-high net worth investors are most likely to seek advice from their financial advisors about individual securities or mutual funds.

Nearly one-fourth (24%) of the very rich, defined as those who have a net worth of at least $5 million, expect to ask their advisors for help in selecting individual stocks, individual bonds and mutual funds.

Some 19% plan to seek advice about establishing an estate plan, implementing tax-advantaged financial strategies and diversifying portfolios that are too concentrated.

Ultra-high net worth investors say they also intend to turn to their advisors for help with establishing an asset allocation policy and planning for retirement (16%) and establishing sufficient cash flow for liquidity needs and selecting alternative investments (14%).

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