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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clTqaqvqjvIf44ePO0TAw0f3+6PIlGHNz0ClbuWgXqiDPyUZQUKcyCvoz1Dr5L1TQpJaL\/P8wWjHuufRizSexqbcnDtpUom\/E5aGUxuzJNOZuLGEod2qQZJNOdLPu0DaRWlMwKF3qMeKww09qstjqLF9hTWZdv3T5NoA0Xfd+xUmOxAZKfRuLmohYC2E44RfbS0L0RF6\/WDKbejF6zU0Aa","iv":"6ebf317421e72b5ec3eaefed0e2639f9","s":"e9786ea8da8d9a59"}
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