How would you like to make a difference with your wealth—through your family legacy, your business, or your philanthropy? To help our clients better determine their focus, we conducted a five-question poll.
The pie chart above shows the results: Most of you (48%) are family focused, which means you find creating a family legacy an enriching experience. Not far behind is philanthropy (36%), which means you’re more focused on supporting causes that are important to you, your family, and your business. Sixteen percent find focusing on business more rewarding, perhaps running a long-term family business or considering creating a startup.
What answers led to these conclusions? Read on for the results.
What is the first thing that pops into your mind when you think of making an impact?