Ultra High Net Worth Individual

UHNWI

We take pride in working in the UHNWI space because its a unique space with unique requirements and we feel specially tuned as an organisation to manage the needs of this niche. For our purposes, we use the globally understood definitions of UHNWI and HNWI as follows, 

"A definition for Ultra-high-net-worth individuals (UHNWI) is generally in the region of an individual or family that has a minimum net worth of $30 million in investible assets excluding the primary residence."

"A definition for High net worth individuals (HNWI) is generally in the region of an individual or family that has a minimum net worth of £1 million in investible assets excluding the primary residence."

As a technology driven company,  Montana Consulting focus our technology skills and experience towards providing more than just technology, we provide best in class service to the ultra high net worth individuals, high net worth individuals and family office structures that sit in this very exclusive and specific category.

The definitions of UHNWI and HNWI can vary somewhat depending on the source, but the key for us is the client profile. In our world, the metric we use most often to identify clients, is that they must have enough disposable income that they require specialised services to help maintain and grow their asset base. Individuals or companies that sit in this special category typically rely on using the services of a traditional “family office” structure which can be an inhouse function or a virtualised function. Technology is at the heart of the modern family office environment. We offer advisory services specifically in this technology niche.

UHNWI Needs And Supplier Suitability

Montana Consulting is designed to best service the needs of a niche type of high net worth customer, so upon initial discussion and engagement we will take the time to fully understand whether we would be of value to your existing supply chain. We are not afraid to politely and humbly walk away from clients that are not suitable for us, or where we would not be best suited for them. We want to provide the best in class services to those teams and individuals that need them. 

As with most of our family office engagements, we are happy to sign Non-Disclosure Agreements with our clients as we know the importance of privacy, read more about NDA's.