Steve Jobs, Time & Life by Diana , 1982

New Vanguard, Marcus Schaefer, Maison Margiela, 2018

Welara supports Ultra-High-Net-Worth Individuals (UHNWI) and their families, Family Offices, Trust & Estates, Family & Charitable Foundations, Retirement Accounts of UHNWI, and Corporations.. Though we focus on first-generation wealth creators, we also grasp the nuances of inheriting wealth and protecting assets. The investment and lifestyle needs of our clients are diverse, but we discern patterns within our community. Often, individuals are influenced by their closest connections. Those sharing life experiences and viewpoints frequently align their investment interests and life philosophies.

While some clients seek our counsel across all life facets, others engage us for specific assistance. We aim to empower clients to draw upon their sector-specific expertise, enabling them to delegate time-consuming or tiresome tasks. We also collaborate with families with existing investment or wealth management relationships but see Welara as their portal to refine investment strategies, research, and reporting. Our clients are broad and diverse, and so are our services.

// Here's to the crazy ones, the misfits, the rebels, the troublemakers, the round pegs in the square holes ... the ones who see things differently -- they're not fond of rules, and they have no respect for the status quo. ... You can quote them, disagree with them, glorify or vilify them, but the only thing you can't do is ignore them because they change things. ... They push the human race forward, and while some may see them as the crazy ones, we see genius, because the people who are crazy enough to think that they can change the world, are the ones who do.

– Apple’s Think Different Campaign, 1997