A feature called "Relationship Groups" is being considered for a future release of Wealth Management.

Relationship Group allows Financial Advisor's to create groups of client/prospect records. The Relationship Group provides the Financial Advisor with an aggregated view of related Salesforce.com records, like activities, members and action plans, across the members of the group. The Relationship Group will enable complex relationship management activities with retail consumer households and other groups.

Comments and related ideas on this feature are welcome!