Ultra High Net Worth
As Ultra High Net Worth financial advisors, and as UHNW investors ourselves, we understand that with greater wealth comes greater financial complexity. We specialize in balancing the many unique needs of the uncommonly wealthy, providing financial planning strategies, reasoned investment guidance, and wealth management services designed specifically for those with over $30 million in assets.
Whether you’re focused on building your legacy, minimizing risk, optimizing tax savings, or formalizing succession plans, the preservation of your wealth and legacy requires thoughtful counsel from financial advisors with a high level of knowledge and experience in working with your level of wealth.
Weber Global Management provides comprehensive portfolio management and financial planning based on our meticulous analysis of unpredictable markets, evolving tax landscapes, custom estate planning needs, and your long-term wealth goals. Our strategies aim to reduce financial risk while building wealth over time to preserve your legacy for generations to come.
When it comes to money management for the ultra-wealthy, there is an additional level of education around the nuances and complexity of a UHNW individual or family that only an experienced financial advisor who is also in the UHNW category can provide. As wealth managers and advisors with personal experience in the UHNW classification, we can relate to our clients on a financial level, giving us a distinctive edge in the money management space for the wealthy.
Chris Weber has a lifetime of experience investing, and an exceptional track record to match. Financially independent by his early twenties, Chris turned $650 that he earned delivering newspapers into multiple millions in net worth. He has since used his experience and finely-tuned financial skills to help his UHNW clientele build their wealth and protect their legacy, accurately predicting major market moves including the Great Recession.
Chris takes a humble approach to life and investing, creating financial plans through his clients’ perspectives, aligning their goals and anticipated results with their personal long-term goals. He is also the author of the Weber Global Opportunities Report, a bi-weekly newsletter offering straightforward, prescient guidance for money management and investments in volatile markets.
Through his years of personal experience accumulating and growing wealth and understanding the forces and trends of the markets, Chris provides discerning, individualized financial advice to his select clients.
What Our UHNW
We provide comprehensive financial planning, investment, and wealth management services to our network of Ultra-High Net Worth clients, with strategies aimed to help you grow your wealth, protect it in irrational markets, and preserve it for future generations.
Our investment management services help our clients develop and maintain a balanced, thriving portfolio that can weather volatile markets and continue growing long-term. We begin by designing an investment strategy personal to you, focusing on a broad range of asset classes that may include ETFs and mutual funds, bonds, stocks, options, and less common asset classes including commodities such as gold and silver, collectible artwork, and foreign currencies. We maintain close attention to each portfolio, making adjustments and rebalancing as needed based on macro-market trends discovered through our methodical global analysis.
Our financial planning services start with your unique story, including your current financial picture, long-term wealth goals, and the legacy you plan to leave behind so we can formalize the ideal strategies needed to make these goals a reality.
Our financial advisors can help with insurance planning by assessing current and evolving risk and evaluating the types of insurance you may need, from disability and healthcare to property insurance. We can also create a budgeting plan for you and your family members so you can live within your means while accruing wealth. Your financial planning may also include education funding planning, charitable giving, and other customized services based on your individual circumstances.
Ultra-High Net Worth individuals like you have needs distinct from the financial advisory needs of the average client, even those with High Net Worth. Weber Global Management provides comprehensive wealth management services that meet these unique needs, from estate planning and tax planning to risk management. We also offer offshore wealth management within Swiss banks, which provides exceptional global benefits to any client looking to ensure portfolio preservation regardless of economic changes.
How to Hire a
If you have accumulated the extraordinary wealth of an UHNW investor, your money management needs will differ from the standard financial advisor’s clientele. At Weber Global Management, we specialize in developing financial strategies to grow and protect this remarkable wealth, working exclusively with HNW and UHNW individuals and families.
When you’re searching for the right financial advisor, you want to find a team that is skilled and experienced in working with clients of similar net worth, and they should have a successful track record of money management and UHNW investing to support their claims.
In addition to our combined first-hand experience managing high-value accounts and portfolios, our financial advisors have also passed the series 65 exam, granting us the title of qualified Investment Advisor Representatives. We are true fiduciary partners with our clients’ best interests in mind – accruing wealth, preserving capital, and protecting your estate for future generations.
Before you select a UHNW financial advisor, you want a firm understanding of their client experience to ensure it aligns with your goals and expectations for their financial advising process.
Here at Weber Global Management, we provide a white-glove, boutique investment process that involves a high-touch, customized client experience driven by the realities of a UHNW lifestyle.
If you’re ready to work with a financial advisory team that deeply understands the intricacies of the UHNW financial picture and provides a seamless client experience, reach out to our team.
Tips for Ultra High
Net Worth Individuals
Ultra High Net Worth clients demand a management strategy for their wealth that is as exceptional as the methods used to acquire it. Following standard financial advice by the book won’t lead to the distinct returns and protections you require. Here are four financial planning tips personalized to individuals with this high level of wealth:
Advisors at Weber
While other financial advisors offer standard services to a wide range of clients, Weber Global Management works closely with a select clientele of HNW and UHNW individuals and families with a focus on growing and preserving this extraordinary level of wealth.
Chris Weber provides financial advising and investing experience, a reasoned, long-term approach to wealth management, and a best-in-class client experience. As you consider your financial future, reach out to Weber Global Management to learn more about how we can develop a customized strategy to meet your deserved goals.
the Long Game
Weber Global Management are investors for investors. Chris is a living examples of multi-million dollar success. Complex, volatile markets means wealth should never be taken for granted, which is why investors globally look to us for proactive risk management, diversifications strategies and meticulous global analysis.
Preserve your prosperity for future generations. Start your legacy today.