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In April of 2007, the U.S. Trust Survey
of Affluent Americans was prepared for the
United States Trust Company which is a wholly
owned subsidiary of the Charles Schwab Corporation.
Gregg and Lisa Whitney think it is important
for their clients to follow the attitudes
and trends of wealthy Americans on a wide
variety of topics as most of their clients
hold real estate as a part of their investment
portfolio.
 This
article is Part 5 of an interesting nine
part series on the super high net worth
American. Gregg and Lisa Whitney are pleased
to provide this information for you
Their partnership, also known as Whitney
and Associates, has a proven, long-term
track record of successful real estate sales
in the La Jolla, California Real Estate
Market. Gregg and Lisa Whitney believe Clients
should be key finding from this survey as
part of the exceptional service they provide
to their clients.
Those surveyed in this study released
recently constitute Americans with an investable
net work greater than $5 million, not including
primary residence. Included in this study
is a special sub-sample of ultra high net
worth Americans with total assets of $25
million or more. Gregg and Lisa Whitney
want you to know that an income qualification
was not used in the current version of the
study and the overall qualification was
based solely on investable assets leading
to an overall wealthier sample. An independent
marketing research firm was retained to
conduct this survey and focuses itself on
the top wealthiest Americans and their beliefs,
concerns and attitudes.
In researching the attitudes toward wealth
management, most high net worth individuals
consider themselves self made. The vast
majority, or 84%, say they had to start
from scratch and became wealthy only later
in life. By contrast, only one in four,
or 24%, claims to have lived with wealth
for their entire lives.
Almost three out of four respondents are
in the process, despite their current high
net wealth status, are currently trying
to learn more about products to manage wealth.
More than half, or 64%, think that accumulating
wealth is a very important life objective.
The protection of wealth is the area of
greatest interest according to the high
net wealth individuals surveyed. Consequently,
the areas of greatest interest in learning
more about are tax laws, estate planning
and trust funds, which can be seen as ways
to protect the wealth they have accumulated.
In respect to the level of interest in
learning more ways about managing wealth,
respondents were most interested in the
following:
• Tax laws on investments (53%)
• Tax-efficient structured equity
products (49%)
• Estate planning (49%)
• Establishing trust funds (45%)
• Alternative investments (44%)
• Capital markets (37%)
• Approaching philanthropic contributions
(37%)
• Structured notes (25%)
• Selecting financial advisors (23%)
At Whitney and Associates, we understand
the specialized needs of the wealthiest
Buyers and are the right choice for the
buying or selling of a home in La, Jolla,
California.
Have any questions or like to learn more?
Use our handy form on the side of the page
to contact Gregg and Lisa Whitney. You will
see that we only require your email address.
Gregg and Lisa Whitney understand that your
privacy is important to you and we respect
that. We do not share your information with
anyone without your permission.
Gregg and Lisa Whitney realize that you
are probably in the information gathering
stage of your process, and we want to provide
assistance to you in any of your La Jolla,
California Real Estate needs. If you would
like to talk to Gregg or Lisa Whitney in
person, feel free to call Whitney and Associates
at our main line at 858-456-3282.
When you are ready to invest in the real
estate market let us help you. After all,
we are the experts in La Jolla, California
Real Estate.
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