UHNW Individuals
Ultra High Net Worth (UHNW) individuals, the wealthiest people in the world, are those with liquid assets of $30 million or more. Both individually and collectively, they control an enormous share of global wealth.
Ultra High Net Worth Families
Ultra High Net Worth families, who have over $30 million in assets, require and deserve a comprehensive wealth management solution from a partner who understands their complex and evolving financial needs.
How 2021 Tax Changes are Impacting the UHNW
Any new government brings with it the potential for major tax changes, and, while federal tax laws have been largely favorable to the ultra-wealthy as of late, Joe Biden’s presidency has already initiated several changes to tax laws. For ultra-high net worth investors, these changes can considerably increase their tax burden and restrict certain wealth transfer strategies.
What is a Family Office?
A family office is a private wealth management firm that serves as a financial one-stop shop for the ultra-wealthy. A family office provides personalized financial services that go beyond financial planning and wealth management to deliver a comprehensive solution to effectively grow and transfer wealth across generations.
Which assets have the most to rise?
We’ve all been happy by the action of the last few days. It’s nice to see miners rising by 3-5% a day.
Now you may know what it was like in 2001, and even after….
When I turned bullish on gold and silver in 2001, I had an impossible time convincing anyone I talked to. Even miners and coin dealers had given up years before. I well remember the doubting looks on their faces.
Estate Planning for High Net Worth Individuals: Save Millions on Estate Taxes
Ultra-High Net Worth (UHNW) individuals tend to invest their enormous wealth globally and across various asset classes to preserve their financial standing
How Ultra High Net Worth Individuals Invest Their Money
Ultra-High Net Worth (UHNW) individuals tend to invest their enormous wealth globally and across various asset classes to preserve their financial standing
10 Estate Planning Strategies for Ultra High Net Worth Families
Ultra-High Net Worth (UHNW) individuals are not typical investors. Having accumulated over $30 million in liquid net worth, the primary driver for UHNW individuals is no longer to accumulate wealth, but to preserve and protect their assets for generations to come.
Wealth Manager vs. Financial Advisor: The Best Choice For You
What is financial planning and wealth management?
