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In early 2018, RBC Wealth Management commissioned The Economist Intelligence Unit (EIU) to survey 1,051 high-net-worth individuals (HNWIs) in Canada, the U.S., the UK and Asia (mainland China, Hong Kong, Singapore) on their definitions of wealth and legacy. The study targeted 502 women and 549 men to give us an insightful look at how wealth and legacy are being redefined across genders and generations. The results of this study highlight the importance of a wealth transfer and legacy strategy as a vital piece to overall wealth management planning.
Canadian Report: The new Canadian Legacy
Global Report: The new face of wealth and legacy
How Much is Too Much? Is your Inheritance and Gift or a Burden?
Living the Dream: How to fund your bucket list
Women and Health: Planning a legacy in the face of longevity
Longevity and Legacy: Will Canada's aging population change the way we give?