U.S. Trust Insights on Wealth and Worth® Findings Overview: Putting Wealth into Action

It is often thought that financial success comes with a certain level of financial freedom: the freedom to pursue passions, to take risks, to give back, and to make an even bigger impact. In the 2018 U.S. Trust Insights on Wealth and Worth® survey, the results revealed that only half of high-net-worth individuals have a plan to optimize the opportunities their wealth provides. However, creating and continuously evolving a customized plan is the key to putting wealth into action whether you’re an impact investor, art lover, or a business owner. Ultimately, there’s no one-size-fits-all approach. Identifying priorities, managing competing ones, and working with an advisor can provide the clarity needed to develop the right plan.