The Tax Benefits of Long-Term Investing
Insights The Tax Benefits of Long-Term Investing If you’re looking for the best tax benefits on your wealth accumulation over time, then long-term investing in
While the goal of investing is to procure healthy, sustainable returns, the stakes are much greater for high and ultra-high-net-worth individuals in Australia. With a focus on family legacy and maintaining a healthy financial position, HNWIs and UHNWIs must make intelligent investment decisions and require personalised solutions that protect assets for generations to come.
In this article, we’ll define what it means to be a high and ultra-high-net-worth individual in Australia and explore the ways we at EC Pohl can help you not only retain but grow your financial legacy.
High and ultra-high-net-worth individuals make up 1% of Australia’s top earners. While there is no official formula, generally speaking, high-net-worth individuals are classified as those with liquid assets of between $1 million and $5 million.
Ultra-high-net-worth individuals, on the other hand, are typically defined as people or households with a net worth of $30 million or more. Unlike high-net-worth individuals, this includes all assets, like real estate, business interests, and other non-liquid holdings.
HNWIs and UHNWIs aren’t your average investors. Building intergenerational wealth isn’t easy and being custodian of this wealth means HNWIs and UHNWIs must consider their investment decisions carefully. As such, it’s crucial to buy equity in businesses that display not only a strong potential for growth but also demonstrate stability and sound governance.
When looking at investing in stocks, HNWIs and UHNWIs should consider sustainable and growing sectors; those that are and will continue to serve society’s fundamental needs. Key sectors may include:
The average person starts investing because they want to develop their wealth. High and ultra-high-net-worth individuals, on the other hand, want to retain their wealth. As such, HNWIs and UHNWIs require asset management strategies that cater to wealth preservation and growth to protect the wealth for future generations. If you’re an Australian HNWI or UHNWI looking to refine your investment strategies, EC Pohl & Co can help. Here’s how:
We invest in our clients, nurturing strong relationships to ensure you are well-versed and well-informed about our processes and decision-making. We believe full transparency is the only way to build trusting relationships and provide ongoing education to keep you actively involved in your financial future.
At EC Pohl & Co, our high-net-worth investment advisers have extensive portfolio management experience and have been providing Australian investors with reliable advice and consistent returns for over 20 years.
With our vast investment knowledge and exclusive market insights, we can secure an array of quality investments for high and ultra-high-net-worth individuals. Contact us today to learn more about our high-net-worth portfolio management services and discover how our team can provide personalised solutions that protect your legacy.
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