Our latest research report looks at the challenges and emotions associated with passing on wealth.

When it comes to the primary purpose, or goal, of passing on wealth, the vast majority of high net worth individuals (HNWIs) want to pass on money to their children in a way, and at a time, that creates maximum impact. Interestingly, however, wealth preservation across multiple generations is one of the least pressing concerns. And, when considering their overall financial wellbeing, HNWIs remain most concerned over a potential change in Government – a finding that echoes research that we ran last year.

The report contains the thoughts and opinions of more than 100 High Net Worth Individuals (HNWIs) and explores the purpose or goal of wealth transfer and the key concerns associated with passing on wealth, followed by our recommendations to help people achieve their goals.

Based on the reports findings we have five key recommendations:

  • Consider the purpose of wealth transfer
  • Start the conversations early
  • Establish a family board
  • Create certainty where you can
  • Protect your money


Passing on Wealth: Motivations, Emotions and Challenges

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