Did you miss our recent roundtable at the UHNW Institute? Watch the replay to explore the importance of language and messaging in the UHNW industry.

buff.ly/43XkIpU

#WealthManagement #LanguageOfWealth

Transform your philanthropy with 'Wealth for Good' workshop for UHNW donors & family leaders.

🎯 Align with family values
🔍 Expert research insights
🤝🏽 Unify family vision

Dates: May 1, 22, June 19 Free RSVP: Link: bit.ly/3PMwOMF

#familyphilanthropy #UHNW

Affecting 5 UHNW individuals… and it made the news… lovely.

Transform your philanthropy with 'Wealth for Good' workshop for UHNW donors & family leaders.

🎯 Align with family values
🔍 Expert research insights
🤝🏽 Unify family vision

Dates: May 1, 22, June 19 Free RSVP: Link: bit.ly/3PMwOMF

#familyphilanthropy #UHNW

Housekeeper near Moreton in Marsh

💫 £35,000
💫 Private medical
💫 Additional holidays
💫 Excellent pension contribution
💫 Uniform provided.

burfordrecruitment.co.uk/job/housekeepe…

#privatehousehold #UHNW #housekeeper

Founder Steve Prostano shared his insights on transforming the single-family office industry in a recent interview with Crain Currency. Learn how UHNWI is changing the UHNW industry here: uhnwinstitute.org/steve-prostano…

#UHNW #WealthManagement #SFO

Excited to announce changes and additions to the Institute Faculty and Advisory Board! Dr. Somers and Arne Boudewyn step into new domain chair roles, Doris Meister joins the Advisory Board, and Dr. Faas joins the faculty.

uhnwinstitute.org/welcome-new-do…

Transform your #philanthropy approach with insights from Kim Ledger and Anonymous Philanthropy. Explore how narrative-driven action, collaborative solutions, and creative strategies can enhance both impact and satisfaction in #giving . Watch on-demand: bit.ly/4bVxmJp

Travel Nanny for UHNW Family dlvr.it/T5Nlrp

Domestic Couple
Near Chipping Norton
Circa £75,000 plus accommodation
 
✅ Live-In (4-bed cottage, no dependents or pets)

#privatehousehold #UHNW #HNW #Estatemanagement #chef #housekeeper #butler

burfordrecruitment.co.uk/job/domestic-c…

Register now for Botoff Consulting’s upcoming 1-hour webinar on Wednesday, April 10 at 11 am EDT, addressing the 2024 Family Governance and Compensation Report.

Register here: us02web.zoom.us/webinar/regist…

#FamilyGovernance #WealthManagement #GenerationalWealth

The buzz continues on taxing unrealized gains of the UHNW. But still unclear how this can be applied to privately held companies when there is no clear valuation to measure against?

'Democrats tout new ways to tax the wealth of the super-rich' washingtonpost.com/business/2024/…

All it took to drive NYC AGI down 7.6% in 2022 was 530 ultra wealthy to bail on the city. Nationally, personal income grew at 4.5% between '21 and '22 while NYC saw its taxable AGI base decline by almost 2x that rate. The average NYC income income tax pmt for the 530 UHNW who…

Client Onboarding Officer at Source Recruitment

jobs.gg/in/banking-and…

Full-time

A great opportunity to join this leading independent and owner managed provider of high-quality fiduciary and corporate services to predominantly HNW/UHNW multi-jurisdictional private clients.

Almost all of Chinese liquid money (by Wealthy Chinese UHNW) had been moved out of China. This ETF approval will do amazingly for these fluid capital. I am Bullish.

High Stakes Capital Some UHNW individuals just can’t be saved

Russell Brooks, real person. theficouple I work in the HNW and UHNW advisory business.

I've never met someone who's amassed more than ~$5M on salary.

Almost every single person I deal with above that level has owned/sold a business.

💫Housekeeper near Stow-on-the-Wold 💫

💫 £35,000
💫 8am- 4pm Monday to Friday, occasional weekend work required
💫 20 days annual leave + Bank Holidays
💫 Beautiful yet comfortable uniform
💫 Meals provided

burfordrecruitment.co.uk/job/housekeepe…

#privatehousehold #UHNW #housekeeper

• Housekeeper - Private Estate near Stow-on-the-Wold •

✅ £30,000-£35,000
✅ 40 hours over 5 days a week (some weekends, with two consecutive days off during the week)
✅ 28 days holiday inclusive of Bank Holidays

burfordrecruitment.co.uk/job/housekeepe…

#privatehousehold #UHNW #housekeeper

More #UHNW families in SA are looking to family offices to secure #wealth ; larger families are shifting from multiple- to single family offices, says Citadel Investment Services.

Jodi Suchard & Caren Rennie share other trends... #HNWIs #financialadvisers #FinanceNews citywire.com/za/news/trends…