4 Secrets of Ultra High Net Worth Investors

To provide context, these so called “Ultra high net worth investors” (UHNW) have a net worth north of $20M, with at least $10M in liquid, investable assets (i.e. cash in the bank). We’re talking the 1% of the 1%.

I joined the CM&A team right out of college and have been there ever since. After just a few client meetings, I realized the incredible learning opportunity that lay in front of me. From day 1 of my job I’ve had the chance to build deep, honest relationships with some of the most successful people in the world.

Our team takes a holistic approach to working with these families. Our goal is to be their most trusted advisor. We seek to simplify every aspect of their financial life so they can better navigate the complexity and stress that comes with significant wealth.

Even better I get to work with these fascinating people at the intersection of many of the most intimate and important arenas of life. We are there when they knock it out of the park and make millions, and when they lose more money in a single day than most people make in a year — or even 5 years. We get to help them think through family issues and the ever-looming cloud of their own mortality.

During these conversations, our clients regularly open up to us with a level intimacy and honesty most people in their lives never see. We get the real-time, unedited feed of how they think and respond to the good, the bad, and the ugly that life has to offer.

After a few years I began to see patterns of behavior and thought emerge across our hyper-successful client base. Sensing I was on the cusp of something big, I began writing these shared beliefs down and quickly noticed a trend.

The overwhelming majority adhere to a strict set of life principles which are deeply rooted in a handful of simple, yet profound core truths. I noticed that our most successful clients have learned to depend on these principles in every area of life — whether they are making an investment decision or dealing with a rebellious child. Even more interesting, I found that many of our clients share the same core values.

Over the years I have continued to record and distill the principles I observe. Eventually I began to notice 4 of these core-truths coming up again and again amongst our ultra high net worth clients. I’ve summarized these 4 Fundamentals below.

It is important to note, though I describe them below in the context of investing, this is certainly not the only arena they affect. By their nature principals (AKA Fundamentals) are meta-truths that inform every facet of their follower’s life. Finally, these are only the first 4 I’ve uncovered. I look forward to adding more to this list in future posts.

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