Welcome to the Wealth Enhancement Forum
Concerned about:
- Preserving and growing your wealth?
- Making the right lifestyle choices?
- Keeping abreast of business developments and investment opportunities?
The Wealth Enhancement Forum is the UK's first learning and development membership organisation for high net worth individuals.
We help successful former business owners and entrepreneurs to develop their investment knowledge and capability, and explore their lifestyle choices in an impartial, confidential and informal environment.
Tax and inheritance planning, risk management, lifestyle choices and personal growth are some of the issues covered in Forum sessions, along with sampling fun activities such as clay pigeon shooting, off roading, fly fishing and the art of collecting.
Here is a small sample of comments from members…
“The Wealth Enhancement Forum is more than just about money, it’s sharing experiences, airing concerns and raising issues you can’t talk to other people about” – J. S.
“Being part of the Wealth Enhancement Forum has helped me make informed decisions not only about managing my wealth but my life style as well” - J. R.
“For me, the Wealth Enhancement Forum is not just about investment opportunities, it’s about networking with like-minded people and bonding over fun activities” – S. H.
Members, for the most part, are successful entrepreneurs who have sold their businesses or senior corporate executives who have exited at the top of their careers and face the investment world with limited understanding of how to protect and grow their capital.
A small but growing number of members belong to wealthy families and have grown tired of the hard sell from wealth-management firms and private banks.
Our membership is open to individuals typically in their mid 30s to early 60s - each of whom has at least £5m in assets including £1m in investable assets. Their common goal is to enhance their investment success and enjoyment of their wealth while limiting investment risks to acceptable levels.
Each Forum is professionally facilitated and we meet 9 times during the year.
To find out how Wealth Enhancement Forum membership can help you get more from life please telephone Sheila Moffitt on 01423 819716, or contact us online.