Sponsored by Wilmington Trust
Wilmington Trust’s research report, Navigating the Wealth Transfer Landscape, provides key insights from some of the nation’s most successful families to help guide your clients’ wealth and inheritance strategies.
Completed in the fall of 2016, this study includes insights from 57 individuals representing two generations of our clients, as well as private wealth owner members of the Institute of Private Investors.
The report explores the following important issues:
- What lifestyle impact does inheritance have on heirs?
- Are senior generations more comfortable sharing inheritance details with heirs than their families were with them?
- What are the most important qualities that families look for in advisors?
- What do wealthy family members worry about most?
As you will see, many families face the timeless issues of how to provide for loved ones, support important causes, and perpetuate values for generations to come. Addressing these matters sooner, rather than later, can help families make prudent decisions and give them the peace of mind they deserve.