Prosperous Futures

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Recent WGM Insights

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.

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.