A private wealth plan is a comprehensive strategy that high-net-worth individuals and wealthy families employ to manage, protect and grow their wealth. The program covers a wide range of financial services solutions, which include financial planning, investment management, portfolio diversification, risk appetite assessment, tax planning, estate and multigenerational planning, philanthropic strategies and more. All these aspects of a private wealth plan are geared towards achieving an individual’s or a family’s unique financial goals.  

Along with the client and their lawyers, the plan is curated by a team of licensed financial experts, such as portfolio managers, tax professionals, estate planners, trust advisors and philanthropic advisors. 

Who needs a private wealth plan, and why? 

Typically, a private wealth plan is designed for individuals with significant wealth who may need the assistance of financial experts or advisors due to their financial situation that becomes increasingly more complex as they build their wealth. Because their income continues to grow, these individuals require a comprehensive strategy tailored to their needs and goals to manage, diversify and protect their wealth. There is no one-size-fits-all wealth plan. These blueprints are highly personalised to address the client’s concerns and are aligned with their unique financial situations. 

Bolder’s free guide details the personalised blueprints of wealth plan addressing clients concerns according to their financial situations. Learn more information by downloading the guide below.