About Us

Private Wealth: Advising the Exceptionally Affluent, is the premier resource for leading professionals focused on meeting the financial, legal and lifestyle demands of ultra-high-net-worth individuals and families including the super-rich (net worth = US $500 million or more) and their single-family offices. The cohort that comprises the exceptionally affluent is larger than at any time in history and is growing faster than at any time in history. A rapidly expanding majority of the exceptionally affluent, because of their substantial financial resources and often complex lives, require and desire extensive expert advice, support and solutions in order to best achieve their desires and goals, and deftly address their concerns.
Private Wealth delivers state-of-the-art perspectives and insights on the exceptionally affluent and the leading professionals who serve them. The strategic and tactical content is fundamentally about delivering exceptional value to ultra-high-net-worth individuals and families. The information in Private Wealth can therefore be instrumental in helping leading professionals to build highly successful practices and businesses that—first and foremost—significantly benefit the exceptionally affluent.

Unique content is drawn from extensive practical experience and cutting-edge empirical studies. By design, a very sizable percentage of the content is highly actionable enabling leading professionals to more powerfully connect with the exceptionally affluent and more capably assist them achieve their agendas.

While Private Wealth is primarily intended for the broad array of experts who desire to better connect with and serve the exceptionally affluent, based on our 10-year experience (2008 to 2018) with the print version, a sizable percentage of ultra-high-net-worth individuals and families including single-family office senior executives will avail themselves of much of the content. Because of the interest the exceptionally affluent has in the material, we are thoughtfully including content that will help empower them to more productively optimize their lives and the lives of their loved ones.