Lessons in Legacy, Chapter One: The Legacy landscape - Flipbook - Page 11
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44% OF ADVISERS REPORTED THAT THEIR
CLIENTS HAD CONSIDERED NOT PASSING
MOST OF THEIR WEALTH ONTO THEIR
CHILDREN.
SURVEY FINDINGS
C H A N G I N G AT T I T U D E S TO WA R D S L E G A C Y
Clients remain concerned about the impact of the family being
burdened with too much, too soon, and focusing on a wealth
preservation strategy over multiple generations, using structures
such as trusts, is not always enough of a solution on its own,
particularly where the wealth is of a significant size.
We are finding that clients are increasingly assessing how to give
and spend during their lifetimes which has led to philanthropy
increasing in popularity.
S I M O N R Y L AT T, P R I VAT E W E A LT H PA R T N E R
LESSONS IN LEGACY