 A Q3 2022 Bloomberg article cited some fascinating, but unsurprising data regarding the struggle many wealthy families face in their estate planning. The 2022 study conducted by UBS Group AG surveyed 4500 clients at the Swiss Bank with at least $1 million in investible assets around the globe. Two thirds of the investors claimed to struggle with dividing their assets fairly. The harsh reality for many future heirs was that assets were going to be distributed unevenly for a variety of reasons.
0 Comments
|
ABOUT BLOGWelcome to our Pure Perspective blog, designed to provide insights, information, and options for you to consider whether you are beginning your financial journey, accumulating wealth and assets, or supplementing in your retirement years. Through decades of serving multiple generations, we have served as a sounding board, a guide, and advisor when critical decisions needed to be made. Archives
September 2024
Categories |
RSS Feed
Decades of Guidance. Generations Empowered.®
|
CORPORATE OFFICE
180 E. Main Street, Suite 206 Tustin, CA 92780 T. 949.329.3408 F. 949.377.3268 |
|
REGIONAL OFFICE
2911 Turtle Creek Blvd, Suite 300-11a Dallas, TX 75219 T. 949.329.3406 F. 949.377.3268 |
|
|
Proudly powered by BizGrowth Inc.