U.S. Trust Insights on Wealth and Worth TM
Annual Survey of High Net Worth and Ultra High Net Worth Americans
F
or more than 200 years, wealthy individuals and families have relied on U.S. Trust for advice on managing their wealth. In order to provide that advice in an informed manner, we listen closely to wealthy Americans when they discuss their values, needs and aspirations. The 2011 Insights on Wealth and Worth survey takes the pulse of high net worth and ultra high net worth Americans.
"We have found a significant dichotomy between clients we talk with, who tell us that intergenerational wealth transfer is the single most important issue on their minds, and a large segment of high net worth population we surveyed, who are not taking action and therefore leaving the legacy of their life's work to chance."
- Keith Banks, President, U.S. Trust
The results uncovered four broad themes touching on perceptions of wealth, personal goals for the use of wealth, complex financial needs and related impacts of a generational mindset on planning for the future. Each of these reveals implications for the wealthy and their families. We hope you will find the report's findings interesting, and encourage you to reach out to a U.S. Trust wealth management professional who can provide further insights, expertise and solutions.
2011 U.S. Trust Insights on Wealth and Worth
U.S. Trust Insights on Wealth and Worth is one of the most in-depth studies of its kind to explore both the rational and emotional perspectives of the high net worth and ultra high net worth in the United States.
Key Focus Areas:
- Attitudes About Wealth
- Worth and the Use of Wealth
- Estate Planning
- Financial Planning and Intergenerational Wealth Transfer
- Investment Outlook and Tax Policy
- Relationships with Financial Advisors
For more information, please contact your U.S. Trust representative.