One Line Summary:WHC helps owners of large wealth ($ 10 m+) to preserve and grow their assets.Target Customer: Successful entrepreneurs and managers looking to diversify their wealth; individuals and families with inherited wealth; not-for-profit organizations.Customer’s Challenge: Only an estimated 30% of family and individual fortunes survive the second generation, and just 20% of those make it through the third generation. One of the key reasons for this dramatic wealth deterioration is lack of advice targeted to the needs and goals of owners of large wealth. WHC Solution: WHC develops personalized investment strategies, using the latest insights from institutional money management, psychology, history, and behavioral finance. WHC Edge: Unique multi-disciplinary approach of going “beyond finance”. The firm operates based on complete economic and cost transparency vis-à-vis its clients.
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