{"id":779685,"date":"2023-08-23T12:39:04","date_gmt":"2023-08-23T16:39:04","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/raymond-james-survey-investors-top-priorities-for-safeguarding-generational-wealth\/"},"modified":"2023-08-23T12:39:04","modified_gmt":"2023-08-23T16:39:04","slug":"raymond-james-survey-investors-top-priorities-for-safeguarding-generational-wealth","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/raymond-james-survey-investors-top-priorities-for-safeguarding-generational-wealth\/","title":{"rendered":"Raymond James Survey: Investors\u2019 Top Priorities for Safeguarding Generational Wealth"},"content":{"rendered":"<div class=\"mw_release\">\n<p>ST. PETERSBURG, Fla., Aug.  23, 2023  (GLOBE NEWSWIRE) &#8212; Raymond James released the <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=Bt9aIbnOg78HwduDarGYbGtXLTpmHjd1bi-DMBFG81FLWiiw1BIZAMRo7YDxMJSuO86xcRNg2d9mSTJeXmyVvsnCuZjjrgHVwSK8RU1Puhx51RuJRye1b7aWnKJ2buU0\" rel=\"nofollow noopener\" target=\"_blank\">results of its recent survey<\/a> of investors with half a million dollars or more in investible assets, revealing their priorities and concerns around transferring wealth to the next generation. Some estimates predict that up to $84 trillion in assets will exchange hands over the next 20 years \u2013 dubbed the <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=KvxGXpHh7mcWCLeDBSSm46nZpk3UFk2sXDWyUiEXJmIjRooHOItFBp20LVukg2lRHRJLTRcDItIPIZtJWzjMc1yg0HmeR60eSH_gwj8wsW0mWXnqWT13wlezTpm8MKyaGM4OJ8iBBcuXaELTzXcqr0u7Kq-h1HRC40vpod810-Zw7I_OZgG2spnNDztJrZ0zbkEu4_f5tTlEzwTaXQJ16w==\" rel=\"nofollow noopener\" target=\"_blank\">Great Wealth Transfer<\/a> \u2013 prior to which it\u2019s essential to identify potential gaps and opportunities for investors to execute a successful transition, according to Joe Weaver, President of Raymond James Trust.<\/p>\n<p>\n        <b>Key findings:<\/b>\n      <\/p>\n<p \/>\n<p \/>\n<ul>\n<li>71% of respondents said proactive communication of wealth transfer plans would be important to them if they were receiving an inheritance, while 45% report being \u201cextremely transparent\u201d with their own heirs.<\/li>\n<li>91% of respondents said that tax efficiency is \u201cextremely\u201d or \u201csomewhat\u201d important, but 37% answered \u201cno\u201d or \u201cnot sure\u201d when asked if their wealth transfer plan includes tax efficient strategies.<\/li>\n<\/ul>\n<p \/>\n<p \/>\n<ul>\n<li>54% of respondents agree that having a positive philanthropic impact is \u201cextremely\u201d or \u201csomewhat\u201d important to their intergenerational wealth transfer plan.<\/li>\n<\/ul>\n<p \/>\n<p \/>\n<p \/>\n<ul>\n<li>84% of respondents who work with a financial advisor have a documented intergenerational wealth transfer plan in place, compared to 66% who do not work with an advisor.<\/li>\n<\/ul>\n<p \/>\n<p>\u201cThe most important factor in executing a smooth transfer of wealth is having a documented plan in place and to regularly revisit that plan over the years to make sure it\u2019s properly representing your current wishes,\u201d said Weaver. \u201cThe most common reasons for a break down in a client\u2019s plan are, first, the absence of preparation and taking the time to put appropriate documents in place. Second is not thoroughly communicating their intentions to those impacted.\u201d<\/p>\n<p>\n        <b><br \/>\n          <u>Communication with Heirs<\/u><br \/>\n        <\/b>\n      <\/p>\n<p>Maintaining family harmony sits high on the list of priorities for investors, 87% of respondents said it\u2019s important to them (60% \u201cextremely\u201d, 26% \u201csomewhat\u201d). This level of harmony is mainly achieved through proactive communication (7 in 10 say it\u2019s important) and transparency. 89% indicated that, if they were inheritors, having clear and transparent expectations for who would receive what would be important. <\/p>\n<p>However, understanding the value of communication is not the same as taking steps to start a conversation around wealth. More than half of American adults don\u2019t talk about their finances and 23% would even rather talk about death, according to <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=TpKPoowTFiFam7f4vKqRmc1bmTQQZ326jOgfDR_C2U2FYCxh_L0LDluvKJBKe5hSp65SU4faNNHKEUUlOechBltL7sF_5FT05fPXC1YgO_dsnOz_7ZZXWX8YCxV-DS3QE9Q7_QuIgLaawxcYVyK18Q==\" rel=\"nofollow noopener\" target=\"_blank\">research from Empower<\/a>.<\/p>\n<p>\u201cFor many, an ideal scenario would be to take a set dollar amount and divide it equally among heirs, but that\u2019s rarely the case. With illiquid assets to consider such as property, collectibles, businesses, heirlooms and so on, the task of dividing assets equitably becomes more complex,\u201d said Weaver. \u201cThis is where discord in the family can begin if a client\u2019s intentions aren\u2019t clearly communicated.\u201d\u00a0 <\/p>\n<p>Investors with $500,000 or more in assets appear to be more comfortable discussing wealth than average, with 81% asserting that they have been at least \u201csomewhat\u201d transparent with heirs (45% say they have been \u201cextremely\u201d transparent). Consistent communication might start small with discussions about monthly budgets or annual donations and build on that foundation of financial values to help heirs feel empowered to address changing circumstances, continued Weaver.<\/p>\n<p>\n        <b><br \/>\n          <u>Tax Efficient Estate Planning<\/u><br \/>\n        <\/b>\n      <\/p>\n<p>Taxes are another top-of-mind issue among those passing on wealth. 9 in 10 respondents said tax efficiency is a somewhat-to-extremely important part of their wealth transfer planning. However a significant number of investors (37%) either do not, or do not know whether they have an estate plan that includes tax-efficient strategies.<\/p>\n<p>Given the complexities of tax code and the regularity of rule changes, taxes may feel like a moving target to investors and require the help of a professional. But only 26% of those surveyed have consulted tax professionals as part of their planning. For wealthy grantors, more complex vehicles such as trusts, specialized insurance and structured giving may be necessary to maximize their legacy, according to Weaver.<\/p>\n<p>\n        <b><br \/>\n          <u>Imparting Charitable Values<\/u><br \/>\n        <\/b>\n      <\/p>\n<p>More than half (54%) of respondents said having a positive philanthropic impact is an important part of passing their legacy successfully from one generation to the next. They aren\u2019t alone in the sentiment, with many of the <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=_rxFn7C5pxyL8loQIsNBOSR0IhpfTVf8fQtXsasPbcbihs28IlNPefbZTqRi9SPcss79B6MyK7ddBseLVL0zztPNoWK4icp20b5kLkp7ccg=\" rel=\"nofollow noopener\" target=\"_blank\">world\u2019s wealthiest pledging<\/a> to give away most of their significant wealth. While the majority of investors take a more moderate approach, 1 in 10 respondents plan to leave 25% or more of their wealth to charity. <\/p>\n<p>If they were receiving an inheritance, 60% of respondents said it would be important (24% \u201cextremely,\u201d 46% \u201csomewhat\u201d) to hear impactful stories that shaped their grantor\u2019s values and personal character. This presents an opportunity for investors to share the beliefs and philanthropic vision behind an inheritance with their heirs. <\/p>\n<p>\u201cIt\u2019s difficult to memorialize your values and wishes in a legal document, so one solution that\u2019s becoming more prevalent is the inclusion of a legacy letter. A client can sit down and write about the lessons and stories that they want to be sure reach the next generation. Then the letter is either attached to the planning documents, or more often, read and recorded over video to be passed on,\u201d said Weaver.<\/p>\n<p>Weaver also suggests that grantors may choose to create a personal or family mission statement or develop a philanthropy \u201cboard\u201d amongst heirs to convey their goals. To maximize impact, they might explore less-common gifts like appreciated stock or life insurance and specialized vehicles like donor advised funds or charitable trusts.<\/p>\n<p>\n        <b><br \/>\n          <u>Guidance from a Team of Professionals<\/u><br \/>\n        <\/b>\n      <\/p>\n<p>Given the complex and personal nature of wealth transfer planning, professional guides are often enlisted to help. The three most frequently tapped professionals for survey respondents\u2019 teams are financial advisors, estate planning attorneys and accountants. Some also include family members or even spiritual advisors in their planning. <\/p>\n<p>To set themselves up for success, investors should take a critical look at their professional team over the years and adjust based on changing needs, says Weaver. For example, planning to transfer assets beyond money such as art collections, luxury vehicles or rare collectibles often requires specialized knowledge.<\/p>\n<p>Respondents who work with a financial advisor in particular were more likely to have a documented wealth transfer plan in place (84%) compared to those who don\u2019t work with an advisor (66%). Seeking guidance helped respondents address top concerns like taxes, with 68% of those working with an advisor reporting that they had tax-efficient strategies included in their wealth transfer plan, versus 50% of those who don\u2019t work with an advisor.<\/p>\n<p>Overall, 93% of respondents working with financial advisors said they feel prepared (52% \u201cextremely,\u201d 41% \u201csomewhat\u201d) in regard to their wealth transfer planning. With preparation comes peace of mind, as 82% report that working with a financial advisor increased their confidence in their plans, and just over half (54%) say it increased their confidence significantly.\u00a0 <\/p>\n<p>\u201cFinancial advisors are in a unique position to guide the wealth transfer process, from recommending the appropriate professionals to walking a client through next steps,\u201d said Weaver. \u201cThe advisor often has an established relationship with the client and their family and can lean on that experience to help build a custom communication plan that will work best for the family\u2019s personal dynamics and expectations.\u201d<\/p>\n<p>\n        <b>Survey Methodology<\/b><br \/>\n        <br \/>This survey was conducted by Raymond James in partnership with Morning Consult between November 18 and November 24, 2022. Responses were collected online from a sample of 1,000 U.S. investors with $500,000 or more in investible assets. Results from the full survey have a margin of error of plus or minus three percentage points.<\/p>\n<p>\n        <b>About Raymond James Financial, Inc.<\/b><br \/>\n        <br \/>Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,700 financial advisors. Total client assets are $1.28 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=7XSu788lQQkqQomIrciIrhHC4caDJ8FZWtnEOpmp-t2FNIjEDHHm6lfaTtqZYSo2TOhUW1D2KZs2ApcCg3bpZ_DPapfd9HN1YCZjyuMMET0=\" rel=\"nofollow noopener\" target=\"_blank\">www.raymondjames.com<\/a>.<\/p>\n<p>Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.<\/p>\n<p>Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website&#8217;s users and\/or members.<\/p>\n<p>      <img decoding=\"async\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODg5OTczOCM1NzY5OTk0IzIyMDk2Njg=\" \/><br \/>\n      <br \/>\n      <img decoding=\"async\" src=\"https:\/\/ml.globenewswire.com\/media\/NjU2ZmE0MTMtYTliYy00NDFkLThhZjUtYTUwMzI4ODNmOTgyLTEyMjEyMjE=\/tiny\/Raymond-James-Financial.png\" \/>\n    <\/div>\n<div class=\"mw_contactinfo\">\n<pre>Lauren Drobisch\r\nRaymond James\r\n727.567.2824\r\n<\/pre>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"<p>ST. PETERSBURG, Fla., Aug. 23, 2023 (GLOBE NEWSWIRE) &#8212; Raymond James released the results of its recent survey of investors with half a million dollars or more in investible assets, revealing their priorities and concerns around transferring wealth to the next generation. Some estimates predict that up to $84 trillion in assets will exchange hands over the next 20 years \u2013 dubbed the Great Wealth Transfer \u2013 prior to which it\u2019s essential to identify potential gaps and opportunities for investors to execute a successful transition, according to Joe Weaver, President of Raymond James Trust. Key findings: 71% of respondents said proactive communication of wealth transfer plans would be important to them if they were receiving an inheritance, while 45% report &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/raymond-james-survey-investors-top-priorities-for-safeguarding-generational-wealth\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Raymond James Survey: Investors\u2019 Top Priorities for Safeguarding Generational Wealth&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-779685","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Raymond James Survey: Investors\u2019 Top Priorities for Safeguarding Generational Wealth - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/raymond-james-survey-investors-top-priorities-for-safeguarding-generational-wealth\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Raymond James Survey: Investors\u2019 Top Priorities for Safeguarding Generational Wealth - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"ST. PETERSBURG, Fla., Aug. 23, 2023 (GLOBE NEWSWIRE) &#8212; Raymond James released the results of its recent survey of investors with half a million dollars or more in investible assets, revealing their priorities and concerns around transferring wealth to the next generation. Some estimates predict that up to $84 trillion in assets will exchange hands over the next 20 years \u2013 dubbed the Great Wealth Transfer \u2013 prior to which it\u2019s essential to identify potential gaps and opportunities for investors to execute a successful transition, according to Joe Weaver, President of Raymond James Trust. Key findings: 71% of respondents said proactive communication of wealth transfer plans would be important to them if they were receiving an inheritance, while 45% report &hellip; Continue reading &quot;Raymond James Survey: Investors\u2019 Top Priorities for Safeguarding Generational Wealth&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/raymond-james-survey-investors-top-priorities-for-safeguarding-generational-wealth\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2023-08-23T16:39:04+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODg5OTczOCM1NzY5OTk0IzIyMDk2Njg=\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"7 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/raymond-james-survey-investors-top-priorities-for-safeguarding-generational-wealth\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/raymond-james-survey-investors-top-priorities-for-safeguarding-generational-wealth\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"Raymond James Survey: Investors\u2019 Top Priorities for Safeguarding Generational Wealth\",\"datePublished\":\"2023-08-23T16:39:04+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/raymond-james-survey-investors-top-priorities-for-safeguarding-generational-wealth\\\/\"},\"wordCount\":1368,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/raymond-james-survey-investors-top-priorities-for-safeguarding-generational-wealth\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.globenewswire.com\\\/newsroom\\\/ti?nf=ODg5OTczOCM1NzY5OTk0IzIyMDk2Njg=\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/raymond-james-survey-investors-top-priorities-for-safeguarding-generational-wealth\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/raymond-james-survey-investors-top-priorities-for-safeguarding-generational-wealth\\\/\",\"name\":\"Raymond James Survey: Investors\u2019 Top Priorities for Safeguarding Generational Wealth - 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PETERSBURG, Fla., Aug. 23, 2023 (GLOBE NEWSWIRE) &#8212; Raymond James released the results of its recent survey of investors with half a million dollars or more in investible assets, revealing their priorities and concerns around transferring wealth to the next generation. Some estimates predict that up to $84 trillion in assets will exchange hands over the next 20 years \u2013 dubbed the Great Wealth Transfer \u2013 prior to which it\u2019s essential to identify potential gaps and opportunities for investors to execute a successful transition, according to Joe Weaver, President of Raymond James Trust. Key findings: 71% of respondents said proactive communication of wealth transfer plans would be important to them if they were receiving an inheritance, while 45% report &hellip; Continue reading \"Raymond James Survey: Investors\u2019 Top Priorities for Safeguarding Generational Wealth\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/raymond-james-survey-investors-top-priorities-for-safeguarding-generational-wealth\/","og_site_name":"Market Newsdesk","article_published_time":"2023-08-23T16:39:04+00:00","og_image":[{"url":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODg5OTczOCM1NzY5OTk0IzIyMDk2Njg=","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"7 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/raymond-james-survey-investors-top-priorities-for-safeguarding-generational-wealth\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/raymond-james-survey-investors-top-priorities-for-safeguarding-generational-wealth\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"Raymond James Survey: Investors\u2019 Top Priorities for Safeguarding Generational Wealth","datePublished":"2023-08-23T16:39:04+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/raymond-james-survey-investors-top-priorities-for-safeguarding-generational-wealth\/"},"wordCount":1368,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/raymond-james-survey-investors-top-priorities-for-safeguarding-generational-wealth\/#primaryimage"},"thumbnailUrl":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODg5OTczOCM1NzY5OTk0IzIyMDk2Njg=","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/raymond-james-survey-investors-top-priorities-for-safeguarding-generational-wealth\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/raymond-james-survey-investors-top-priorities-for-safeguarding-generational-wealth\/","name":"Raymond James Survey: Investors\u2019 Top Priorities for Safeguarding Generational Wealth - 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