Financial Planning for High Net Worth Individuals

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Here’s the most boring but true advice: stop trying to double your money in a year. You know who tries that? People who want to become poor quickly. High net worth individuals invest like they’re building a hill, not a skyscraper. Diversification is the fancy word for “don’t put all your caviar in one bowl.”

A shocking fact: many ultra-wealthy families have 60% or more of their portfolio in boring things like bonds, real estate, and private equity. They don’t chase Bitcoin because they’re too busy buying entire forests. Seriously, owning a forest is a status symbol because it grows, absorbs carbon, and nobody can build a parking lot on it during your lifetime.

Tips for High Net Worth Individuals | Basic Guidelines - CruseBurke

The Family Office: Like a Butler for Your Money

When you have so much money that managing it becomes a circus, you start a “Family Office.” This is a team of accountants, lawyers, and therapists (yes, therapists) whose only job is to keep your family from suing each other over a vacation home in Monaco. Family offices are the ultimate flex—they’re proof you’re too rich to handle your own life.

The surprising part? These offices often cost more than your childhood home. But they’re worth it because they prevent your cousin Gary from “investing” the inheritance in a glow-in-the-dark llama farm. Family Offices: because even rich people need a referee.