US Trust Survey

77 Percent of HNW Come From Low- to Moderate-Income Families

Date:

77 Percent of HNW Come From Low- to Moderate-Income Families
Foto: Steven Tyler PJs . El 77% de los inversores HNW proviene de familias con ingresos moderados

Author: Fórmate a Fondo

  1. When asked what they themselves attribute most to their success, the top three responses were: Hard work, ambition and family upbringing
  2. They built wealth over time; Their approach to investing is basic and long-term; They are more are optimistic than pessimistic and opportunistic; And they use credit strategically
  3. HNW investors make tax-conscious investment decisions and invest in valuable tanglible assets; They are disciplined savers and opportunistic buyers
  4. The five family values most strongly stressed during their formative years were: Academic achievement, financial discipline, work participation, family loyalty and civic duty
  5. There is a strong family tradition of philanthropy and marriage is seen a a life-long partnership