The Wealth Report: Closing the Protection Gap in a Time of Increasing Risk

In a wide-ranging survey of 800 affluent North Americans, we asked about how they view their wealth, what they value most, who they turn to for financial advice, and what keeps them up at night. This Report examines the growing gap between what successful individuals and families value and how they choose to protect it against a myriad of risks. And with assets representing more than their dollar value, it’s pivotal for families of wealth to take action and shore up protection of what they value most with comprehensive risk and insurance strategies.