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Investor’s Business Daily: Next Generation Conference Survey Highlighted in “Right Steps to Transfer Your Wealth”

"Right Steps to Transfer Your Wealth," by Paul Katzeff, Investor's Business Daily.

In a recent survey, 91% of wealth management advisory firm Bel Air Investment Advisors’ high net worth clients said they were concerned with wealth transfer.

The only greater concern: making money in the first place, according to 92%.

Click Here to read full article.

  • Investor’s Business Daily: Next Generation Conference Survey Highlighted in “Right Steps to Transfer Your Wealth”
  • Posted on: June 25, 2010