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Kiplinger
Kiplinger
Business
Brian Spinelli, CFP®, AIF®

Five Financial Strategies for High-Net-Worth Individuals

A wealthy woman checks her phone while riding in a limo.

As an adviser to high-net-worth individuals (HNWIs), I stress to our clients that investing is just one of many things that they need to consider as a part of their overall financial planning.

An HNWI is loosely defined as someone with liquid assets of at least $1 million, and the U.S. notably has the highest number of HNWIs in the world.

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