High Net Worth & Ultra High Net Worth Individuals
Individuals, families, and family businesses seeking expertise, clarity, and personalised strategies to grow and protect their wealth.
At WealthHat, we understand that the financial circumstances of High Net Worth Individuals (HNWIs) and Ultra High Net Worth Individuals (UHNWIs) are not only significant but also intricate. Their wealth often comprises a diverse array of assets, including concentrated public company positions, private investment companies, family foundations, and family offices. Let's delve deeper into their unique challenges, needs, and how WealthHat can address them.
Understanding Their Unique Situations
Many of our HNWI and UHNWI clients have financial interests that go beyond one country. They deal with international money matters, which can lead to tricky tax issues, legal questions, and rules from different countries to follow. On top of that, they have to keep up with the ever-changing world of investing, make sure their businesses run smoothly, and handle family matters related to their money.
Addressing Their Unique Needs
These wealthy individuals need specialized help with their money. They want strategies that not only make their wealth grow but also save them as much as possible on taxes. They also look for advice on how to deal with their mix of assets, from private investments to things that are harder to turn into cash. Plus, they might need guidance on making big financial moves, like buying or selling major assets.
How We Help
At WealthHat, we bring together a team of seasoned professionals with backgrounds in finance, investments, wealth management, and family office operations. Our approach combines the best practices and resources of major financial institutions with the personalized attention typically associated with smaller boutique firms. This fusion allows us to craft bespoke financial plans that seamlessly align with the unique needs and aspirations of our clients.
We'd love to talk to you about how we can make a customized financial plan just for you, whether you're a High Net Worth Individual (HNWI) or an Ultra High Net Worth Individual (UHNWI). Your financial success is our top priority, and we're committed to helping you reach your wealth goals.
Comprehensive services for your wealth
We serve institutional and individual investors by building strong businesses
One-Time Customised Plan
We offer a one-time customized investment plans and comprehensive financial plans designed individuals, families, and businesses. We assess your goals and risks tolerance to craft a plan you can implement independently, Ideal for those with less complex financial circumstances and those not seeking ongoing support.
Read MorePremium Wealth Retainer Plan
Our Premium Wealth Retainer Plan is an ongoing advisory solution for High Net Worth Individuals, families, and business owners seeking ongoing wealth advisory and financial planning. It offers personalized strategies for investment management, tax planning, and insurance advisory and more, all backed by our team of seasoned advisors.
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As a wealth advisor and fiduciary to our clients, our purpose at WealthHat is to help our clients achieve their financial goals and experience financial well-being. Our clients turn to us for the solutions they need when planning for their most important personal goals as well as family goals.
WealthHat Advisory Limited ("WealthHat") is a Corporate Investment Advisor duly licensed by the Securities and Exchange Commission (SEC) of Nigeria. WealthHat is a trademark of WealthHat Advisory Limited.