What Is an Ultra High Net Worth Family?
An ultra high net worth family is typically defined as a household with investable assets of at least $30 million, excluding primary residences and business interests. This threshold is commonly used by wealth managers, family offices, and research firms to segment the wealthiest households for specialized services.
Core Services and Structures
These families often use multi-family offices or dedicated single-family offices to coordinate investment management, tax planning, philanthropy, governance, and risk mitigation. Services may include portfolio construction, estate and trust structuring, insurance planning, and concierge lifestyle support tailored to complex asset portfolios.
Trends and Planning Considerations
Common trends include increased use of private markets, impact investing, intergenerational wealth transfer, and digital asset oversight. Many families prioritize family governance frameworks and professional advisory teams to align values, manage risk, and preserve capital across generations. For broader context on wealth segmentation, see the Capgemini World Wealth Report.
