Elite wealth planning was once very much restricted to the extremely affluent. An individual or family needed a substantial fortune to benefit from many of the legal strategies and financial products that can be provided through such planning. However, that situation is changing.
Nowadays, people who are not part of the 0.1 percent or even the one percent can employ many of the same solutions used by the super-rich who are worth $500 million or more. Elite wealth planning is more and more mainstream and becoming appropriate for some individuals and families way down the financial ladder.