#net worth individuals

High-net-worth individuals face unique tax challenges that require sophisticated planning strategies to preserve and grow wealth across generations. This

High-net-worth individuals face a 3.8% Net Investment Income Tax on certain passive income, but strategic planning can significantly reduce this burden. This

Modern family offices are expanding their services beyond traditional wealth management to offer comprehensive, bespoke solutions for ultra-high-net-worth individuals. This evolution reflects a growing demand for integrated financial, lifestyle, and