It seems after searching on the forums, PWM (private wealth management) has been thrown around a lot and used for the term of regular wealth management - Financial Advisor, financial advising. Where you start up an account at 100k, average account size might be 250k to a few million.
But what I'm looking for is true Ultra High Net Worth Wealth Management. Where relationships may start upwards of $10 million and ideal clients are in the 30mm and even higher - Private Wealth Advisor.
I'm imagining Goldman Sachs, MS PWM, Merrill Lynch Private Bank and Investment Group, and UBS PWM.
If anyone has some insights of what the best programs are and why I'd really appreciate it!
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