AATEELA Blog

Friday, July 18, 2008

Affluent Struggle Over "How Much is Too Much"

Wealthy Americans really struggle over how much inheritance their children should receive.  According to JPMorgan Private Bank, more than a quarter of all clients with over $25 Milion simply cannot decide how much is "too much"  Nearly 1/3rd of those interviewed feared that conflict would arise over the allocation/distribution of ivestable assets. And nearly 40% feared that their family would succumb to "financial predators."

Virtually none of those interviewed believed that children under 30 should receive a substantial outright inheritance.  But more than one-half said that they were leaving their wealth to multiple generations.





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