About Us:
HNWI Planning is an exclusive platform and club that brings together leading minds in the business of wealth. Designed for wealth builders, business owners, and the experts who support them, our initiative serves as a strategic meeting point for decision-makers across the global financial, legal, and investment ecosystem.
Each year, HNWI Planning convenes a carefully selected group of professionals—lawyers, bankers, tax advisors, investment strategists, and family office executives—creating a unique environment where disciplines intersect, ideas are challenged, and solutions emerge that are anything but conventional.
We are driven by a critical and multi-dimensional approach to wealth planning, one that goes beyond standard frameworks to explore non-obvious answers to complex questions. This cross-industry collaboration enables our members to gain a comprehensive perspective—one that is strategic, actionable, and deeply relevant to the ever-evolving needs of today’s high-net-worth individuals and entrepreneurs.
HNWI Planning is not just an event. It is a point of convergence for insight, innovation, and intelligent action—where the future of wealth is not only discussed, but shaped.