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75% of high net worth individuals say they want to leave an inheritance to their children and 50% feel their children are prepared for it.
Only 45% of high net worth individuals have executed a will.
Over 75% of children of high wealth families are being educated about aspects of wealth before a wealth transfer.
71% of consumers report being more confused after meeting with their financial advisor than before.
A financial advisor can provide what the internet cannot – clarity, direction, and follow up.