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  /  Insights   /  What’s In It For The Client: What We Provide That No One Else Can

What’s In It For The Client: What We Provide That No One Else Can

When Chris Weber formed Weber Global Management, they combined their individual experience and perspectives as prominent financiers, creating a white glove, boutique investment experience. Where other firms tout their large teams and accounts, Weber Global Management gives clients a hands-on, personalized client experience founded on a deep understanding for the goals and realities of the High and Ultra-High Net-Worth lifestyle. The combination of their unique, yet complimentary, approaches to creating and executing successful wealth management strategy consistently exceeds client expectations and delivers results.

Providing Unparalleled Client Experience & Holistic Wealth Management

Wealth management is a broad category and, within it are a broad range of experiences. Weber Global Management provides an unparalleled experience that creates trust, allows for a deeper understanding of their goals to provide a comprehensive strategy to secure long term wealth. Here are some of the ways they accomplish their goals to provide a seamless experience for the High and Ultra-High Net-Worth clients who rely on their expertise.

1.) An Unmatched Combination of Skill and Experience

Many firms have built a roster of financial advisors underneath a single seasoned investor with name recognition – who may or may not ever glance at a given client’s portfolio. At Weber Global Management, every client’s assets are managed under the guidance of seasoned investor Chris Weber. The firms’ philosophy is grounded in Chris’s decades of experience building enormous net worth for his clients and his studious approach to sharing his insight and thought leadership in his legendary newsletter, the Weber Global Opportunity Report.

2.) A true understanding of High and Ultra-High Net-Worth Clients

There’s a big difference between High Net-Worth and Ultra-High Net Worth from a standard investor that requires advanced experience and skills to navigate. Ultra-High Net-Worth Clients possess $30mm or more in assets and their wealth management strategy is worlds away from what a standard financial advisor can support. High and Ultra-High Net-Worth clients require a deep understanding of legacy-creation and tax-efficiencies as well as a true comprehension of the human side of wealth management and knowing what keeps them up at night. Successfully executing on Ultra-High Net-Worth management strategies includes taking the time to understand clients holistically. As successful investors, and Ultra-High Net-Worth individuals themselves, Chris understands the unique challenges and risks that apply to managing wealth on this level.

3.) A Customized, Reasoned Approach In Uncertain Times

Having successfully weathered some of the most dramatic financial downturns in our country’s history, Chris is no stranger to staying calm amidst a crisis. Seeing the writing on the wall, Chris shared insights around his predictions of the 2008 financial crisis, helping his followers to navigate through a crisis that would prove disastrous for so many. These experiences have only deepened Chris’ commitment to providing frank, reasoned advice and a clear path forward for his clients during these unprecedented times.

Whether their marketing materials admit it or not, many firms provide a blanket approach, disregarding the current climate, that is aimed at selling their own proprietary products and services. Weber Global Management is a boutique firm backed by the power of global reach and a formidable figure in the financial marketplace. This allows for both a modern and agile approach to a client’s investment strategy and the ability to deliver a highly-personalized strategy with a real understanding of the global marketplace, including extensive experience in Swiss and off-shore banking.

A World-Class Investing Experience

High and Ultra-High Net-Worth Clients require a strategy for their wealth that is as unique as the methods with which they acquired it. Chris provides industry leadership, decades of experience and a reasoned, rational approach to deliver a personalized client experience that is best-in-class. As you consider your wealth, your legacy and your dreams for your future, reach out to explore how Weber Global Management can create a strategy designed to deliver the experience and results you deserve.