Over 12 years of working with wealthy individuals/families and their advisors around the world, I’ve observed the women of wealth who have high satisfaction with their lives and are successful in becoming the person they truly want to be and doing the things they care most about have these four traits:
practical, tactical knowledge of asset classes, investment principles and grasp of how the “business of wealth” works
an identity that supports having wealth and creating a legacy vision and plan congruent with their values
the best advisor team for their needs
a group of women with similar circumstances to learn and grow with
HNWWI provides a “safe harbor” environment where you can receive a complete foundational financial education, continuing mentoring, peer networking and resources not readily available elsewhere.
Want to explore if HNWWI programs might be right for you? A complimentary 90 minute Discovery consultation is available.
