July 25, 2024

According to legendary investor Warren Buffett, successful wealth management is all about following two rules. The first is to never lose money. The second is not to forget the first rule. These rules are simple to understand but can be hard to stick to, especially for UHNWIs: the more complex their wealth becomes, the greater the potential for missteps – and the more significant the consequences. This article outlines three key ways UHNWIs successfully put Warren Buffett’s theory into practice.