U.S. Trust Insights on Wealth and Worth® Detailed Findings

The 2018 U.S. Trust Insights on Wealth and Worth® study asked nearly one thousand high-net-worth individuals about their approach to building wealth and the extent to which they are using it to achieve their goals and support the causes they care about most. The study found that while wealth provides the freedom to do more, it also brings increased obligations, expectations and demands. Today, competing priorities are keeping the wealthy from clearly identifying the purpose of their wealth and taking deliberate steps to put a plan into action. However, those who work with an advisor are further along in reaching their goals.