UHNW (Ultra-High-Net-Worth)

Ultra-High-Net-Worth individuals are those with investable assets exceeding $30 million, according to most industry definitions.

Key Characteristics:

- Investable assets: $30 million+ (excluding primary residence)

- Often business owners or inheritors of family wealth

- Complex financial needs requiring specialized services

- Typically require family office or equivalent services

Global Statistics:

- Approximately 350,000 UHNW individuals worldwide

- Concentrated in North America, Europe, and Asia

- Growing demographic due to business creation and inheritance

Service Needs:

- Sophisticated investment strategies

- Tax optimization across multiple jurisdictions

- Estate and succession planning

- Family governance and education

- Philanthropic advisory services

- Concierge and lifestyle management

UHNW individuals form the primary client base for family offices and drive demand for specialized wealth management services.