Ultra High Net Worth professionals make up about 20% of UHNW households (defined as have a net worth, not including the value of their primary residence, of at least $5,000,000), per Spectrem Group research. These highly educated investors are experts in their field and their investment-related attitudes and behaviors differ significantly from their affluent brethren, as do their expectations of and relationships with their advisors. 

Spectrem’s Perspective Lifestyles of the Rich, shows that the affluent already know the benefits of giving close to home. Thirty percent of affluent charitable dollars go to religious organizations or churches, which are conventional ways to strengthen communities from within, while 17% of charitable dollars go to social service organizations or education.

Millionaire Woman has changed. Today’s millionaire woman is educated, employed and in control of her finances. How does she stack up against millionaire men when it comes to her financial life and creating a personal financial strategy?