NOT FOR REPRINT
5 Secrets for Reaching Affluent 'Legacy Leavers'
By
Allison Bell
Analysis July 17, 2024 at 03:32 PM
Share & Print
What You Need To Know
- Analysts from Cogent Syndicated divided participants in an affluent investor survey into four segments.
- They found that just one segment is interested both in giving to charity and in leaving money for loved ones.
- Some of those people are expecting to inherit more assets soon.
NOT FOR REPRINT
© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
