Wealth In Motion
New insights into how UHNW individuals and families are preparing for their legacy.
Access BNY Wealth’s latest research on how UHNW families are approaching wealth transfer, legacy planning, philanthropy and next-generation preparedness.
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Many families have foundational estate plans in place, but there is work that still needs to be done.
Spouses and children remain primary beneficiaries, yet many respondents are uncertain whether heirs are fully prepared to manage significant wealth responsibly.
When wealth is expected to move and what’s driving the pace of transition.
Few families have had detailed conversations about wealth transfer plans, leaving room for misunderstanding, conflict and less alignment across generations.
Giving remains a meaningful priority for many families, with charitable decisions often shaped by personal values, long-term goals and shared family values.
This new study from BNY Wealth explores how UHNW families are approaching the complex decisions surrounding wealth continuity, trusts, philanthropy, governance and family communication.
This report highlights how plans are taking shape, the challenges that persist and the ways families can move forward with confidence.
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