Estate of Denial: “Wealth transfer, a perennially touchy issue for some families, offers an opportunity for advisors to step in and bridge generational gaps, according to a new study by Campden Wealth and Morgan Stanley Private Wealth Management on attitudes surrounding wealth transfers.
Younger members of ultra-wealthy households are grappling with their forebears for a say in wealth planning, and women are concerned about how money affects their relationships, the study found, after surveying 53 families with a net worth of $100 million or more earlier this year. “
Leave A Comment