Introduction

“Reading a Wealth-X dossier is like having a conversation with the person, before actually having the conversation” – Executive Vice President of Business Development, Top 3 Multi-Family Office

Growing your business is about relationships and referrals: in a single word, it is about trust. In a need to focus your efforts on prospects that promise the highest likelihood of success, we help you formulate a profile of your ideal UHNW client, customer or donor. Our intelligence will save time, money, and provide you with a single resource for achieving your goals by uncovering existing core relationships. These could include current clients, company executives or friends of the firm, to filter a prospect list based on your target profile. We then map a social ecosystem of board memberships, both non-for-profit and for-profit, philanthropic activities, clubs, associations, known associates and service providers, empowering you to locate prospective clients, connect with them through referrals, and build trusted relationships that result   in both their and your personal success.

The Wealth-X Portal delivers unique UHNW dossiers that offer, what one of our clients calls his “unfair advantage”.