Are you rich enough to join the top 1%? Here's the net worth you need to rank among America’s wealthiest — plus a few strategies to build that first-class portfolio
You need to make at least $787,712 to be considered a top 1% earner in the U.S., according to data from Smart Asset, which is ...
WealthManagement.com1h
Financial Planning As a Microcosm of the Family Office Model
Stoy Hall, CEO & Founder of Black Mammoth, stated, "the family office model focuses tremendously on the assets and legacy, ...
Investopedia7d
Chase vs. Wells Fargo High-Net-Worth Accounts: What's the Difference?
A very-high-net-worth individual has at least $5 million in liquid assets. What is an Ultra-High-Net-Worth Individual? An ultra-high-net-worth individual has at least $30 million in liquid assets. The ...
How Family Offices Can Adapt To Gen Z And Beyond
This disruptive global marketplace is forcing the reinvention of traditional family offices to meet the needs of Gen Z and ...
“Can your private bank do this?”: Fintech firms target Singapore's wealthy with feature-rich apps
Moomoo, owned by Nasdaq-listed Futu Holdings, and Arta, whose backers include former Google CEO Eric Schmidt and ex-UBS CEO ...
InvestmentNews3h
Family office Pitcairn wades into RIA business with Brightside Partners deal
The ultra-high-net-worth firm with over $9 billion of advised assets and over a hundred years of history is looking forward to its next stage of evolution.
InvestmentNews1d
New Edge Wealth, EP Wealth announce managing director hires
April Rosenberg is based in the firm’s San Diego office and reports to Eric Voisin, managing director, Wealth Management ...
TravelPulse6d
Virtuoso Expands Focus on Ultra-High-Net-Worth Clients
Travel agency network Virtouso has launched an Ultra-High-Net-Worth (UHNW) business division, a move that will include offering an elite sphere of luxury goods and lifestyle services. Virtuoso said ...
wealthprofessional.ca6h
New name, new era for Grayhawk Wealth as firms rebrands to Sagard Wealth
It was 10 years ago that Michael Kaumeyer founded Grayhawk Wealth, a multi-office firm that grew to $1.5 billion AUM. And as Kaumeyer settles into a new UHNW-focused role at Nicola Wealth, his former ...