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Navigating Retirement as a High-Net-Worth Individual

Integrity Financial Planning

For high-net-worth individuals and families, retirement is a significant shift. A high-net-worth individual, also known as an HNWI, is typically someone with at least $1 million in cash or assets that can be easily converted into cash, including stocks, bonds, mutual fund shares, and other investments. [1]

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Charlesbank Capital Partners wraps up third credit fund at $1.5bn

PE Hub

Charlesbank Credit Opportunities Fund III's LPs include public and corporate pensions, endowments, foundations, financial institutions, asset managers and family offices, as well as high-net-worth individuals. The post Charlesbank Capital Partners wraps up third credit fund at $1.5bn appeared first on PE Hub.

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Goldner Hawn Beats Target on Fund VIII

Private Equity Professional

Limited partners in Fund VIII include financial institutions, foundations, state pension plans, insurance companies, as well as family offices and high net worth individuals. Goldner Hawn has held an above target close of its eighth investment fund with $364 million in capital commitments.

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Genstar-backed Cetera Holdings acquires financial advisor TRPG

PE Hub

TRPG serves high-net-worth individuals, families and retirees and manages approximately $1.4 billion in assets under management. The post Genstar-backed Cetera Holdings acquires financial advisor TRPG appeared first on PE Hub.

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Falfurrias Hard Caps First Growth Fund

Private Equity Professional

FGP was backed by both new and existing limited partners including pension plans, asset managers, insurance companies, endowments, foundations, family offices, and high net worth individuals. The general partner of… This content is for members only. Visit the site and log in/register to read.

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3 Savvy Investment Strategies Used by the Wealthy

The Motley Fool

According to a recent wealth report from the real estate consultancy company Knight Frank , 32% of high-net-worth individuals' (worth $1 million or more) wealth is allocated to their primary and secondary homes. They buy stocks The second-most popular place where wealthy people put their money is into stocks.

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Pfingsten Hard Caps Fund VI

Private Equity Professional

Fund VI’s limited partners include family offices, endowments, foundations, consultants, asset managers, insurance companies and high-net-worth individuals, including 25 former portfolio company executives and family-founder partners. The successful fundraise… This content is for members only.