Unlocking the Secrets of Wealth Preservation: A Guide to Ultra High Net Worth Financial Advisors
Defining High Net Worth for Financial Advisors Financial advisors categorize high net worth individuals based on their liquid assets: HNWI (High Net Worth Individual): $1 million to $5 million VHNW (Very-High-Net-Worth Individual): $5 million to $30 million UHNWI (Ultra-High-Net-Worth Individual): $30 million or more Ultra High Net Worth Financial Planning: Exclusive Strategies for Exceptional Wealth UHNW financial planning caters to individuals with a net worth of $30 million or more. They offer a comprehensive suite of services, including:...