U.S. Trust 2013 Insights on Wealth and Worth TM
U.S. Trust goes to great lengths to understand the values, needs and aspirations of wealthy Americans. Our annual Insights on Wealth and Worth survey, the largest study of its kind, takes the pulse of high net worth Americans on wealth management needs ranging from investing to trust and estate planning to philanthropy. The 2013 study revealed unrecognized risks the wealthy face as they adapt to a changing investment climate and new tax rules.
- Tax law changes are not well understood EXPLORE >>
- Financial support for extended family is poorly planned EXPLORE >>
- Family health is a threat to family wealth EXPLORE >>
Contact a U.S. Trust advisor to discuss how these findings may have an impact on your own wealth planning.
U.S. Trust 2013 Insights on Wealth and Worth is based on a nationwide survey of 711 high net worth and ultra high net worth adults with at least $3 million in investable assets, not including the value of their primary residence. Among respondents, 33 percent have between $3 million and $5 million in investable assets, 33 percent have between $5 million and $10 million and 34 percent have $10 million or more. The survey was conducted online by the independent research firm Phoenix Marketing International in March of 2013. Asset information was self-reported by the respondent. Verification for respondent qualification occurred at the panel company, using algorithms in place to ensure consistency of information provided, and was confirmed with questions from the survey itself. All data have been tested for statistical significance at the 95 percent confidence level.