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High Net Worth Individuals

At Jarvis Global Investments, we strive to customize the investment programs of high net worth individuals (HNWI) to address the unique needs and circumstances of each client.

A HNWI is defined as an individual with $3 million in investable assets or more.  Approximately 70 percent of high net worth families lose their wealth within two generations and 90 percent see their wealth diminish by the third generation.

Effective wealth management is the key to preserving your current level of wealth.  Jarvis Global possesses the necessary skills and advice to help protect your wealth for generations, while working to grow your wealth.

We base our recommendations on our customers specific goals and needs.  We also take into considerations liquidity needs, tax efficiency, and value-added after-tax returns.  We will address your current needs and adapt to your needs as the evolve over the years.

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