The Global Center for Ultra High Net-Worth Planning

Get Started Today!

The Global Center for Ultra High Net-Worth Planning

Get Started Today!

About

What is the Wealth Strategies Institute?

The Wealth Strategies Institute is dedicated solely to advanced strategies for wealth, estate, business, and charitable planning. It reflects the contributions of the finest of academia, industry, wealth & risk management, and the estate planning professions.

Our expanding Network of Allied Professionals become certified in our strategies of multidisciplinary estate planning breakthroughs for qualifying high net-worth families with estates ranging from tens to hundreds of millions of dollars.