archiveUltra-Wealthy Insider

U.S. household and nonprofit net worth climbed by $6.1 trillion in the third quarter of 2025 to roughly $181.6 trillion, the highest level on record. The bulk of this increase came from a $5.5 trillion jump in directly and indirectly held corporate equities, underscoring how tightly household wealth is now...

Some of us have experienced a promotion at work, but all of us—whether we work or not—are now being placed before one. Not a promotion in title or role, but in how we think, decide, and act in a world shaped by AI.   The same dynamics are at play here...

Asia’s Cash Mountain Meets a Turning Point Across Asia, households still keep an unusually high share of their wealth in cash and deposits—often as much as 50–55% of net worth—rather than in equities, bonds or diversified assets. In mature markets such as the US and Western Europe, comparable household cash...

The new global hierarchy: 60,000 people vs. half of humanity Recent data from CEOWORLD Magazine and its partner institutions depict an economic landscape where a small cluster of ultra-wealthy individuals now holds unprecedented pools of capital. Fewer than 60,000 people worldwide — roughly 0.001% of the global population, enough to fill...

How Much Cash Should the Wealthy Hold? The 2025 Playbook for Liquidity, Stability, and Growth: Generational wealth isn’t built by sitting on cash — but it isn’t preserved without it, either. The question of how much cash-rich Americans actually hold has never been more critical. Over the last five decades, the U.S....

From Golden Visas to Smarter Residency For more than a decade, Golden Visas defined the playbook for globally mobile capital: invest a set amount – often in real estate – and unlock residency rights, sometimes with a pathway to citizenship. These programs typically accepted qualifying investments in property, capital transfers,...

The Most Important Part of the World’s $124 Trillion Wealth Transfer Isn’t Money A Once-in-History Shift Is Already Underway: The largest intergenerational wealth transfer in modern history — an estimated $124 trillion globally — is often framed around numbers: how much capital will move, when it will move, and which asset classes will...

Golden Visas: A Fast-Track Second Door In simple terms, a golden visa is a residency-by-investment program: a government offers foreign nationals a residence permit—sometimes temporary, sometimes on a longer-term basis—in exchange for qualifying investment. That investment can be real estate, job-creating business activity, fund subscriptions, government bonds, or direct contributions to...

What Makes a Caribbean Tax Haven Attractive? In practice, a tax haven is a jurisdiction that combines very low or zero direct taxes with investor-friendly regulation and strong financial privacy, with the explicit goal of attracting foreign individuals and corporations. Many Caribbean nations fit this profile by offering little or no personal...

Why Saudi Arabia Is Back on the Global Relocation Radar Saudi Arabia is positioning itself as one of the most consequential relocation hubs for senior executives, global families, and capital over the coming decade. The combination of zero personal income tax on employment income, large-scale public and private investment, and...