How our members get the most from Arta
Arta works with a variety of clients. Browse member profiles and stories to get an understanding of how Arta can help you grow, protect, and enjoy your wealth.
Millennial Millionaires
Stability Seekers
Growth Seekers
Legacy-Minded
HENRYs
Age 30s
Net worth $2-$5M
2 Kids
Homeowners
Millennial Millionaires have a lot going on. 🙂 They tend to be balancing demanding careers with the responsibilities of raising a family. Despite their strong incomes, managing their finances has become increasingly complex, especially if they have children. Rising costs of living, educational expenses, and mortgage repayments are pressing concerns, and they have multiple life goals that extend beyond just maintaining their current lifestyle. Bottom line, they need to grow their net worth while dealing with a lot of day-to-day complexity!
Age 30s
Net worth $2-$5M
2 Kids
Homeowners
Develop a plan
Arta can help Millennial Millionaires develop a plan for their increasingly complex situation. Structuring their investments into “core” and “satellite” categories can keep these investors aligned with their long-term goals, reducing the influence of short-term market fluctuations and emotions.
Increase access to growth opportunities
Arta enables Millennial Millionaires to tap into investment opportunities, like Private Equity, Real Estate, and Private Credit, they may not have otherwise had exposure to. And at investment minimums that fit their situation.
Diversify, especially when your portfolio is heavily concentrated
Incorporating private investments into their heavily public equity-focused portfolios can also enhance diversification across public and private markets, as well as geographies.
Generate income
With rising expenses in the coming years, a broad-based income-generating strategy can help reduce pressure. Public fixed-income strategies can generate income while maintaining liquidity, whereas private credit may offer higher potential income in exchange for reduced liquidity to help create a healthy balance. Lastly, income generating structured products are another way to meet specific goals.
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