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We’ve been here for the long game, and we’re still ahead. That’s the Weber Gold Standard ™.

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Ultra High Net Worth

Weber Global

Our approach to investing reflects the particular needs, preferences and priorities of our ultra high net worth clientele. Our clients trust us to identify opportunities that are appropriate for their situations, under all types of market environments. We do not chase the latest investment fads, nor do we simply ride the dips and swings of the markets – our goal is to exceed expectations as stewards of our clients’ wealth. Our philosophy is to examine global, political, cultural, technological and environmental factors affecting the markets to predict long-term trends, preserve gains and proactively manage risk. Our wealth management strategies and tactics are grounded in proactive risk management and rigorous analysis designed for optimal investment performance.

Ultra High Net Worth
Definition

What is ultra high net worth?

Services Designed for the
Ultra High Net Worth Investor

Asset Protection

In addition to developing and implementing appropriate investment strategies, UHNW wealth management also involves protecting client assets from lawsuits, including the reality that lawsuits often involve family members. Asset protection includes having the right insurance coverage to protect against claimants who often target the wealthy. It may also involve moving a portion of a client’s wealth offshore.

Tax Management

Wealth managers can provide access to expert tax advice that focuses on the special circumstances of UHNW clients. This involves legally minimizing the taxes a client pays, tracking income across different entities held by the individual or family, and advising on different approaches to charitable giving, including whether to establish a foundation to pursue certain goals. Achieving optimal tax outcomes should be closely coordinated with the investment process.

Trust and Estate Planning

Wealth managers often partner with legal advisors who work with UHNW clients to establish or review family trusts, making sure to update those arrangements as family situations change. This can be a complex area that should also be closely linked to the investment process.

Ultra High Net Worth
Wealth Management

Ultra High Net Worth Offshore Accounts

Ultra High Net Worth Individuals

Investment Strategies for UHNW

Ultra High Net Worth Families

01

Identify Your Goals as a UHNW Family

Your family investment goals may include:

Instilling Financial Accountability in Your Kids

Testamentary Trusts

Planning For Business Succession

Distributing Your Family Income

02

Speak to a UHNW Advisor

Ultra high net worth families have very different financial concerns than the average family or even high net worth families. We work specifically with UHNW families.

03

Enable Communication for Wealth Preservation

At Weber Global, we provide a pathway to protecting family wealth. Naturally, we  encourage a clear success plan between family members. Have you considered opening a family office? Allow our team to introduce stronger, more beneficial ways for managing wealth.

Ultra High Net Worth
Statistics That Matter

Ultra High Net Worth FAQ

CONTACT US
We’ve Been Here for
the Long Game, and
We’re Still Ahead

Weber Global Management are investors for investors. Both Briton and Chris are living examples of multi-million dollar success. Complex, volatile markets means wealth should never be taken for granted, which is why wealth managers globally look to us for proactive risk management, diversifications strategies and meticulous global analysis.

Preserve your prosperity for future generations. Start your legacy today.