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We look after your assets and your aspirations.
Learn about the personalized services and exclusive perks available to high net worth individuals and accredited investors.
As a high net worth individual, you’ll get:
You qualify for these exclusive perks if you:
Earn a significant income
of more than $200,000 per year – or a joint income of $300,000 – in each of the last two years and expect to reasonably maintain the same level of income.
Have a high net worth
exceeding $1 million, either individually or jointly with your spouse.
Are a general partner
executive officer, director or a related combination thereof for the issuer of a security being offered.
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High Net Worth FAQ
In order for an individual to qualify as an accredited investor, he or she must accomplish at least one of the following:
Earn an individual income of more than $200,000 per year – or a joint income of $300,000 – in each of the last two years and expect to reasonably maintain the same level of income.
Have a net worth exceeding $1 million, either individually or jointly with your spouse.
Be a general partner, executive officer, director or a related combination thereof for the issuer of a security being offered. These investors are considered to be fully functional without all the restrictions of the SEC.
An employee benefit plan or trust can be qualified as accredited investors if total assets are in excess of $5 million.
High-net-worth individuals are typically defined as having investable finance (financial assets, excluding primary residence) in excess of $1 million dollars.
