HNW & UHNW Individuals

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About

A high net worth individual (HNWI) refers to someone with substantial financial assets and wealth well above average. Typically, HNWIs possess investable assets exceeding a certain threshold, which can vary from institution to institution or country to country but generally falls into the millions, excluding primary residence and consumer goods. These individuals often have diverse investment portfolios, including stocks, real estate, businesses, and other high-value assets. They have the means to access exclusive financial services, private banking, and investment opportunities not readily available to the average person. HNWIs may also engage in philanthropy, estate planning, and wealth management strategies to preserve and grow their wealth for future generations. Their financial status grants them access to a wide array of resources, allowing for significant influence and opportunities within the financial markets and broader society.

HNW & UHNW Individuals
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quote

"We provide strategies that will empower you to navigate the complexities of wealth management confidently."

Corissa Thomas, VP of Business Development