Tracking insider buying patterns reveals that high net worth investing strategies follow corporate executives into mid-cap growth names, with current activity levels reaching highs not seen since 2021's rebound phase. Looking at those numbers, it’s clear why Karas tells her clients that understanding this difference is a major step in planning intentionally — not just reacting at tax time. Grubman said the idea for the Wealthesaurus started with an unexpected problem at the Ultra High Net Worth Institute. The Institute was founded in 2019 by Steve Prostano, a longtime advisory to wealthy families and private business owners, who felt that clients needed unbiased help understanding and navigating the industry. The Institute, which counts the leaders of dozens of top wealth management firms, advisory firms and specialists on its boards, also aims to promote best practices and standards in the industry. Private client reports from UBS indicate high net worth investing interest in inflation-protected securities, as breakeven inflation forecasts rise toward 2.6%. TIPS ETFs have recorded five consecutive weeks of inflows.