Specialist service providers may range from accounting or legal firms serving UHNW families or family offices to individual or group consulting firms in any of the Ten Domains of Family Wealth. Given the particular skills and experience required to provide a service that not all UHNW clients may want or need at a particular time, many larger wealth management firms may choose not have this expertise on staff. They will seek to partner with or refer to a specialist service provider when the need arises. The specialist provider may then be contracted with and paid directly by the client or by the referring wealth management firm or family office.

In integrated family wealth management, a specialist service provider may be accessed upon referral by the integrated hub advisory firm or through a more formalized strategic partnership agreement that facilitates collaboration and integration. They are considered a spoke service in the Advisory Business Models Grid.