Ultra-High Net Worth
The needs of UHNW families are unique, inherently different to the needs of affluent families. To successfully maintain a high-standard of living and sustain their wealth across multiple generations, UHNW families require holistic financial planning, encompassing Trust & Estate Planning, Asset Protection, Taxation and Succession Planning. At Samra Wealth Management, we work with your other advisors to provide you a financial plan built on a strong foundation of trust and communication.
Advisory Services offered through Samra Wealth Management, a Member of Advisory Services Network, LLC. Insurance products offered through Samra Insurance. Advisory Services Network, LLC and Samra Insurance are not affiliated.
Mr. Samra is a licensed insurance agent, offering insurance products and services of unaffiliated insurance companies through Samra Insurance. If you purchase insurance products and services through Mr. Samra as an insurance agent, Mr. Samra may receive commissions or other compensation.
This additional compensation may present a conflict of interest because it creates an incentive to recommend products and services based upon compensation, rather than on your needs. Mr. Samra will explain the costs associated with any recommendations he makes. You have no obligation to do business with Mr. Samra in his other capacities. Please be advised that Mr. Samra strives to put his clients’ interests first and foremost.
Neither Samra Wealth Management nor Advisory Services Network, LLC gives tax or legal advice. All decisions regarding the tax implications of your investments should be made in consultation with your independent tax or legal advisor.
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