Top Financial Advisors for Ultra High Net Worth Individuals | Sam's List
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!
Anywhere
Fortress Tax Services LLC
Transform complexity into opportunity with our specialized tax planning strategies.
0 Client Reviews
Requirements
Anywhere
Windsor FPO
We are a bookkeeping and accounting company founded by a Canadian and UK Certified CPA
0 Client Reviews
Requirements
National (U.S.)
Anomaly CPA
Anomaly is a fully virtual cloud accounting and tax strategy firm for startups, digital entrepreneurs and growing real estate investors.
2 Client Reviews
Monthly: $425-$2,500
Requirements
National (U.S.)
STAXX
Fractional CFO + Full-Service Accounting for Online Business Owners
19 Client Reviews
Monthly: $1,500-$10,000
Requirements
National (U.S.)
Framework Tax & Accounting
Framework Tax & Accounting offers expert tax and accounting solutions for complex financial needs, specializing in niche markets and high-value clients.
3 Client Reviews
Hourly: $500-$500
Requirements
National (U.S.)
OLarry
White Glove Tax Strategy, Compliance and Accounting Services for Emerging Wealth, High Net Worth, and Founders
2 Client Reviews
Quarterly: $600-$100,000
Requirements
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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.
