See the Prediction that Came True, Confirming the Problem with Cookie Cutter Investment Plans
Are you looking for the ideal asset allocation for ultra-high net worth household portfolios?
STRATEGIES FOR FAMILIES WORTH $5 MILLION TO $500 MILLION
7 Secrets To High Net Worth Investment Management, Estate, Tax and Financial Planning
The insights you’ll discover from our published book will help you integrate a variety of wealth management tools with financial planning, providing guidance for your future security alongside complex financial strategies, so your human and financial capital will both flourish.
Clients frequently share with us how the knowledge gained from this book helped provide them tremendous clarity, shattering industry-pitched ideologies, while offering insight and direction in making such important financial decisions.
Before you look any further, consider this: You’ll never find it because it doesn’t exist. There is no one-size-fits-all allocation, even if you narrow the field to ultra-high net worth investors.
We know this because we work exclusively with investors who have between $5 million and $500 million in liquid assets. And we have never duplicated a plan in over 30 years of wealth management experience. Discover how to identify an elite-level financial advisor or wealth manager in this free guide – The Ultimate Guide for Choosing the Best Financial Advisor for Investors with $10 Million – $500 Million Liquid Assets.
Now, all that might seem obvious. Yet, if you go to most big banks, discount brokerage firms, or typical financial advisors, a cookie cutter asset allocation is exactly what you’ll get.
When you tell them you want the best asset allocation for an ultra-high net worth investor, they will most likely begin by asking about your risk tolerance. See 5 risk tolerance secrets your advisor doesn’t want you to know.
To be 100% transparent, we published this page to help filter through the mass influx of prospects, who come to us through our website and referrals, to gain only a handful of the right types of new clients who wish to engage us.
We enjoy working with high net worth and ultra-high net worth investors and families who want what we call financial serenity – the feeling that comes when you know your finances and the lifestyle you desire have been secured for life, and that you don’t have to do any of the work to manage and maintain it because you hired a trusted advisor to take care of everything.