Forwarded from Scorpi18 | Market Insights
🎱 Do you have a brokerage account?
Anonymous Poll
33%
No
47%
Yes
8%
I don't need that
12%
What is it?
A global study on the risks of asset preservation indicates that families with capital of $3M to $99M are most at risk during family wealth transfers. They bear up to 75% of total losses.
Why is this happening?
The Owner.One report unveils the causes behind this trend. Its conclusions are based on a survey of more than 13,500 wealth owners with $3M to $100M in assets from 18 countries and presented in 5 languages.
- $310,000 per $1 million of family assets and capital are lost due to gaps in asset information.
- 98% use unreliable methods for data storage, leading to the annual loss of 1/6 of assets' origins information.
- 93% are unaware of their family's actions to preserve assets in critical situations.
- Only 6% have prepared or are developing a transfer plan.
Are you and your family well-prepared for wealth transfer? What might be lost due to information asymmetry?
Take the Owner.One survey to assess your risk.
#PROMO
Why is this happening?
The Owner.One report unveils the causes behind this trend. Its conclusions are based on a survey of more than 13,500 wealth owners with $3M to $100M in assets from 18 countries and presented in 5 languages.
- $310,000 per $1 million of family assets and capital are lost due to gaps in asset information.
- 98% use unreliable methods for data storage, leading to the annual loss of 1/6 of assets' origins information.
- 93% are unaware of their family's actions to preserve assets in critical situations.
- Only 6% have prepared or are developing a transfer plan.
Are you and your family well-prepared for wealth transfer? What might be lost due to information asymmetry?
Take the Owner.One survey to assess your risk.
#PROMO
Forwarded from Free Newspaper | Industry Insights