What is a UHNWI?

What is a UHNWI?

The USA houses roughly 300,000 people with investable assets of $30 million or more. That's a ton of money. They are known as ULTRA High Net Worth Individuals or UHNWI. 300,000 is not a lot of people (0.01% of the USA), and then again it's quite a potent audience....

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The Trade-Up Dilemma

The Trade-Up Dilemma

When it's a seller's market, trading up can be tough: Selling for a 10% premium when selling your $500,000 home is wonderful - $50,000 - but paying a 10% premium on the $1 million larger property - $100,000 - can take a bite. Many simply cannot afford it. Worse, many...

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