Scroll down to review key findings and emerging themes within the high-net-worth universe.



Family Offices
Powerful and Private Institutions


Women of Wealth
The fastest growing segment of the wealthy population


Importance of Advisor/Client Contact
High marks for satisfaction lead to new business opportunities


Referrals
Professionals are the number one source for quality referrals


Luxury Spending
Resistant to recession
 
Women of Wealth

Women are one of the fastest growing segments of the wealthy population and are different from their male counterparts

Primary Source of Wealth for Women

Women get their wealth one of two ways - they earn it or they get it from someone else, usually a spouse or family member.

SOURCE OF WEALTH
PERCENT
Family Business
31.4
Inheritance or Trust
24.8
Corporate Employment
21.9
Marriage
14.0
Professional Practice
7.9

N = 743