wealthschema
wealthschema/archetypes/h-02-high-net-worth-3m-10m
H-02High Net WorthAccumulationvery-high tax complexity

High Net Worth ($3M–$10M)

HNW household, family office candidate, complex estate plan, GRATs, irrevocable trusts, private equity exposure.

Fintech builders, financial software makers, and compliance teams use the H-02 — High Net Worth ($3M–$10M) archetype across six of WealthSchema's synthetic household data sets to model households matching the High Net Worth ($3M–$10M) archetype without exposing real customer PII.

Age Range
45–65
Net Worth
$5M–$30M
Cohort
High Net Worth

Schema fields covered

Every H-02 household ships with — at minimum — these JSON fields populated. The full schema is documented in the data set you purchase.

members[].age
income.combined_gross
net_worth.total
filing_status
accounts.taxable.lots[].acquisition_date
accounts.taxable.lots[].cost_basis
accounts.taxable.lots[].unrealized_pnl
taxes.wash_sale_flags
Affluent Investor ($1M–$3M)Ultra High Net Worth ($10M+)

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Download households matching this archetype as part of a Wealth Data Set.

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Life Stage

Formation
Accumulation
Preservation
Distribution
Transfer