Individuals with substantial financial assets, typically defined as having investable assets exceeding $1 million.

The process of dividing investments among different asset categories, such as stocks, bonds, and real estate, to optimize risk and return.

Techniques used to minimize tax liabilities while maximizing investment returns, crucial for high-net-worth clients.

The identification, assessment, and prioritization of risks followed by coordinated efforts to minimize, monitor, and control their impact.

Different types of financial instruments available for investment, such as stocks, bonds, mutual funds, and ETFs.

A risk management strategy that involves spreading investments across various assets to reduce exposure to any single asset or risk.

A tax on the profit realized from the sale of a non-inventory asset, such as stocks or real estate.

Quantitative measures used to evaluate the success of an investment strategy, including ROI, alpha, and beta.

Detailed assessments of individual clients’ financial goals, risk tolerance, and investment preferences.

Investment strategies designed to minimize tax liabilities, often by selecting tax-advantaged accounts or assets.

The balance between the desire for the lowest possible risk and the highest possible return on investment.

The art and science of making decisions about investment mix and policy, matching investments to objectives.

The process of comparing a portfolio's performance against a standard or index to assess its effectiveness.

The ease with which an asset can be converted into cash without affecting its market price.

Investment options outside of traditional stocks and bonds, such as real estate, commodities, and hedge funds.

A comprehensive service that includes financial planning, investment management, and other financial services for high-net-worth individuals.

Laws and guidelines governing tax obligations, which can significantly impact investment strategies.

A measure of how well clients’ expectations and needs are met by financial services and investment strategies.

A measurable value that demonstrates how effectively an organization is achieving key business objectives.

A simulation technique used to determine the ability of a financial institution or portfolio to withstand adverse conditions.

A concise overview of a larger document, summarizing key points and recommendations for decision-makers.

Adherence to laws, regulations, and guidelines relevant to financial practices and investment strategies.

Formal records of the financial activities and position of a business, person, or entity, used for analysis.

Investment programs funded by shareholders that trade in diversified holdings and are professionally managed.

Investment funds traded on stock exchanges, similar to stocks, that hold assets like stocks, commodities, or bonds.