Research
August 25, 2023
HNWIs that fail to prepare for generational wealth transfers could stand to lose up to 40 percent of their estates to taxable events. Image credit: Raymond James
By Zach James
HNWIs seeking the best outcomes for shifting capital to those next in line are being urged to speak up.
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n4FvQHIlvfOptX8rbUzrDPix5VjJt2TeM0MvB1x\/FBzmRo5G3MTDjTJ\/Rpyl2CjrF3LTKJ+ql0xzPkh3F4ztott+IVDRyO2wl6PQrrh8HSNv9x7BadmirPUNGlMM585RqLM2b1bb7Q149HmUWhs25KmPFVVTrgJZzujjd1781Kj\/nq2peNDKmWwecnnHYT","iv":"89767446b1719d268452cc7990db1d37","s":"8c14d19d0f1e09ed"}
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