PLAN YOUR ACQUISITION BUDGET
UHNWI acquisition budget calculator
See the scale of sustained outreach to a researched UHNWI audience: total touchpoints, cost per touchpoint
and the budget for one client acquisition.
Compare the budget without Follow-up using the same reference cycle; its effect on time to sale is not separately modelled.
Calculated for one asset.A campaign can feature several assets at different prices, reducing reliance on one offer and potentially bringing your first sale sooner.
Regular outreach builds recognition and trust with owners at different stages of ownership. Each new cycle builds on that foundation, with the focus moving to the right inventory, price and timing. As more clients convert, the initial investment is spread across more acquisitions.
Full series budget to the first acquisition. Subsequent cycles build on the recognition and trust established.
UHNWI Direct fees only · USD · before taxes and separately agreed services
| Outreach & acquisition economics | 5-month series | 8-month series |
|---|---|---|
| Initial outreach touchpoints | 30,000 | 48,000 |
| Follow-up touchpoints · planned | 30,000 | 48,000 |
| Total planned touchpoints | 60,000 | 96,000 |
| Cost per planned touchpoint | $1.80 | $1.75 |
| Monthly outreach budget | $21,659.33 | $20,995.33 |
| CAC / asset price | 0.54% | 0.84% |
| Total CAC · one acquired client | $108,296.65 | $167,962.64 |
Touchpoints count planned initial emails and eligible Follow-ups across the series, including repeat contacts. They measure outreach opportunities rather than unique people or confirmed engagement. Actual sends reflect opt-outs and delivery eligibility.
18 months is a planning checkpoint, not a maximum. A longer cycle means additional expenditure. Each endpoint prices a separately ordered series of that length.
After the first sale
Start with your first sale, then compare further outreach and new clients.
Initial 8-month series: $167,962.64
Break-even & ROI
Enter your earnings per sale to calculate the return on your full scenario.
A buyer can become a seller, and vice versa. One acquired customer can generate several transactions. Add commissions or profit already earned from further transactions with your first customer.
Reinvest your profit
The strategy behind your budget
Reach a researched UHNWI audience. Present your offer to billionaires and centimillionaires through individually researched business contact routes, with targeting tailored to your audience.
Plan from real client sales. The reference cycles draw on years of client-reported transactions by asset category and price segment, helping you budget for a market-ready, appropriately priced offer.
Reach owners at different stages. Some have just bought an aircraft; others are approaching their next purchase or sale. A continuous monthly series builds familiarity with your company across this audience, creating a pipeline as buyers become ready to act. Each campaign uses 6,000 recipient slots, with optional Follow-up.
Build on recognition and trust already earned. The first series introduces your company and builds trust while pursuing the first sale. Subsequent cycles develop an established audience and a growing pipeline, including new buyers and opportunities to sell a client's existing asset. The focus moves to matching inventory, price and buyer timing.
Carry the initial investment into future acquisitions. This calculator budgets for the first acquired client. Each additional client acquired from the series spreads the initial investment across a larger client base. Average CAC accounts for all related series costs, including continued outreach, divided by the new clients acquired. Further transactions with an existing client reduce cost per transaction rather than adding a new client. Confirmed client outcomes help refine future reference cycles.
Planning reference for one sale, based on UHNWI Direct fees in USD before taxes and separately agreed services. Asset quality, pricing, market conditions and buyer timing affect results; a sale or completion date is not guaranteed.