Concerns Over Inheritance Planning and Children's Education Among Ultra-High-Net-Worth Individuals
BAC Bank Of America Corp
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View chart & analysis → - 1In a June Bank of America survey, 61% of ultra-high-net-worth respondents with over $25 million in investable assets expressed concern regarding their children's motivation.
- 2In a June Bank of America survey, 36% of ultra-high-net-worth respondents do not disclose the full amount of family assets to their children.
- 3A 2025 Fidelity survey found that 68% of parents aged 55 or older with at least $500,000 in investable assets have not disclosed inheritance details to their children.
So what's the key point?
Wealthy parents are worried about their children's motivation or are hiding the size of their wealth. As many as 68% of parents have not told their children about their inheritance plans.
Source Fortune · View original ↗
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