Skip navigation

Oh Those Tricontamillionaires!

Atrio of recently released surveys suggests that estate planners are probably going to be chasing after the same clients those with $30 million and more. People with $5 million or less are less likely to be receptive to advisors' attention. And forget even minor estate planning for regular folk; most of them aren't even writing wills. Luckily, the ranks of the tricontamillionaires those with $30 million
Resources

Atrio of recently released surveys suggests that estate planners are probably going to be chasing after the same clients — those with $30 million and more. People with $5 million or less are less likely to be receptive to advisors' attention. And forget even minor estate planning for regular folk; most of them aren't even writing wills. Luckily, the ranks of the tricontamillionaires — those with $30 million — are swelling.

All access premium subscription

Please Log in if you are currently a Trusts & Estates subscriber.


If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.


Questions about your account or how to access content?


Contact: [email protected]

TAGS: Archive
Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish