The 2015 year’s survey looks at how wealthy individuals define a life well lived and how well they are progressing toward achieving that objective. In the 2015 survey, the results showed that high-net-worth individuals consider health, family and financial security essential to their well-being and investigate ways that they are working to secure these objectives through health, investment, estate and charitable planning strategies.

The study found that:

  • 98 percent agreed that the most valuable asset they have is their health and investing in health is as important as investing to grow wealth
  • 9 in 10 respondents stated that they are willing to spend more money on their health
  • 86 percent said that giving back is an important part of their lives and specifically women and millennials stood out for driving interest in this area
  • 28 percent indicated that their wealth comes at the expense of their health, while 53 percent of millennials also agreed
  • 54 percent stated that they believe their family would benefit from developing a formal set of principles to guide the meaning of their wealth, only 1 in 10 has done so
  • Around 20 percent of HNW investors are said to be looking for advice on the best way to invest in a low-interest rate environment while 34 percent are already having these discussions with an advisor now

Source:  www.ustrust.com

Download the summary report here

Download key findings here

Peter Šmanjak

Owner and Founder at Infinite Risk

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