Financial Advisors for Ultra High Net Worth Individuals
Ultra-high-net-worth individuals (UHNWIs)—those with $30 million or more in investable assets—require a level of financial guidance beyond traditional advising. This guide breaks down the key services, options, and considerations when choosing a wealth advisor, multi-family office, or private firm to manage complex wealth, preserve legacies, and streamline financial operations across generations.
Need to outsource something else? Search for proactivefractional CFOandaccountantson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
Need to outsource something else? Search for proactivefractional CFOandaccountantson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
Financial Advisors
PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. Ask me about Security Backed Lending!
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Showing 3 of 3 results
Find and Connect With Financial Advisors specialized in Ultra High Net Worth Individual
Search our directory of tax professionals, CPAs and bookkeepers specialized in Ultra High Net Worth Individual
FrequentlyAsked Questions
Q: What qualifies as ultra-high-net-worth?
A UHNWI is typically someone with $30 million or more in investable assets—not including personal residences. This wealth level demands advanced financial coordination, not just investment advice.
Q: Do ultra-high-net-worth individuals need a financial advisor?
Yes. Most UHNWIs work with wealth managers or family offices due to their complex holdings, legal needs, global assets, and desire for legacy planning.
Q: Should I build a family office or use a wealth firm?
$30M–$100M: Wealth firm or multi-family office (MFO)
$100M–$500M+: Consider a single family office (SFO)
Choose based on complexity, privacy needs, and desired control.
Q: What investments do UHNW advisors offer access to?
Hedge funds
Private equity and venture capital
Direct real estate deals
Private credit
Structured notes
Philanthropic vehicles
Q: What’s the best structure to manage generational wealth?
A family office (SFO or MFO) combined with a trust and estate attorney is often best for intergenerational education, asset protection, and succession planning.,
Not sure who’s right for you as an ultra high net worth individual? Answer a few quick questions, and we’ll introduce you to someone who fits.
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
