What is Financial Planning and Wealth Management?

In the world of high finance, success isn’t just about earning wealth — it’s about preserving, multiplying, and transferring it seamlessly across generations. This is where financial planning and wealth management become essential. For High-Net-Worth (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs), systematic financial strategies form the foundation of long-term, sustainable wealth building.

Let’s dive into what financial planning and wealth management truly mean, why they’re crucial for affluent investors, and how you can leverage them to secure long-term prosperity.