Enterprising Families: The Emergence of a New Breed of Investor

Wealth does not build itself, but it can be built, nurtured and preserved—not just for you and your generation, but for generations to come. In an unprecedented study into the insights of wealthy families, clear evidence of new wealth management strategies has emerged. There are signs of more inclusive decision-making within the family. Many are looking beyond the balance sheets as they redefine what success means to them. And, importantly, they’re relying more and more on their business acumen to adopt a systematic approach to wealth management. Collectively, these new strategies point to a group of leaders among the wealthy who are changing their approach to managing family wealth—we call them the “Enterprising Family.”