In the US, private bankers have arrived at a figure for how much money a person should have before they can even begin to be considered wealthy. That’s not to say US$25 million opens all doors. Abbot Downing, Wells Fargo’s operation for ultra-high-net-worth families, works with clients who have at least US$50 million in investable assets or US$100 million in net worth. Ascent Private Capital Management of U.S. Bank sets what Martim de Arantes Oliveira, regional managing director for its San Francisco office, calls a “stake in the sand” at US$75 million in net worth for multigenerational wealth. There will always be exceptions – for the family friend or a promising entrepreneur.
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