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


Download the summary report here

Download key findings here

Peter Šmanjak

Owner and Founder at Infinite Risk

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