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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BdOTFRLk9TIPaCQJp1b1qdk+58z+wQOe4w9ZqrQKvho0mYCKIxEzv6N1bjk7FXlM1e28BuAFyftfHlBNJ3+NpcNlbyvSPpASDoJHoXEgHPVgG\/syOgeDlkaC9Fyfii+yAlnhwDKaTTwrBGymwHdEuI9s\/\/CzULPTr5LRaDfnjcttfsQaAisOCYeoqkcHkVX6gYMUHIDMpmuE","iv":"aef835a65c0385921cd94b42425583c7","s":"d5cbfd496ac1183d"}
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