The 2014 U.S. Trust Insights on Wealth and Worth® survey provides a new, in-depth look at the structurally diverse modern American family and finds the dynamics add complexity to money issues already heightened in families with increased wealth.

Based on a nation-wide survey of 680 U.S. high-net-worth and ultra-high-net-worth individuals with $3 million or more in investable assets, the annual study finds that changing family structures, multi-generational and extended family circumstances, evolving gender roles, and generational views on investing and use of wealth are challenging traditional approaches to wealth planning.

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Contact a U.S. Trust Advisor to discuss how these findings may have an impact on your own wealth planning

Survey Methodology: The 2014 U.S. Trust Insights on Wealth and Worth® survey is based on a nationwide survey of 680 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 February of 2014. 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.


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