High Net Worth Individual

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Perceptions of what constitutes a “high-net-worth” individual can greatly vary, as shown by a survey conducted by digital wealth manager Personal Capital.

Interestingly, a majority — 74% — of people do not envision themselves ever reaching this status.

In a survey of 2,209 adults asking what they perceived as high-net-worth, the median response was $400,000, significantly less than the SEC’s definition of $1,000,000. Understanding your net worth is the first crucial step towards formulating a financial plan that can assist you in achieving your financial objectives.

A Cornerstone advisor can collaborate with your legal and tax advisors to help protect and transfer your wealth using estate and legacy planning strategies that aim to:

Discover more about the potential advantages of these tax-efficient vehicles for high-net-worth investors with one of our team members today.

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Financial Planning