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OneLife: Essential Wealth: The Interplay Between Self and Society

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Essential Wealth: The Interplay Between Self and Society

What it means to be wealthy?
In the opinion of European HNWs, which of the following statements best describes what it means to be wealthy?

Why is wealth a taboo subject?
What is the most frequent reaction when people gain insight into HNWs' wealth levels?

The taboo scale
When it comes to conversations with family, which of the following subjects do the wealthy find most difficult to talk about?

The never-ending wealth race
Approximately how much are HNWs worth? What level of wealth do they think an individual would need to be considered truly wealthy?

The wealthy’s helping hand
In the process of HNWs' wealth creation, how important are the following factors?

Socially engaged HNWs
How does wealth affect HNWs interaction with society?

The wealth judgment
How does HNWs’ wealth make them feel?

Nothing is certain but death and taxes…
We asked European HNWs if they believe they are paying the approriate level of tax considering their personal wealth and income level...

Tax efficiency with life assurance
Which countries use life assurance most often as a tax optimisation tool?

Published in: Investor Relations
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OneLife: Essential Wealth: The Interplay Between Self and Society

  1. 1. What it means to be wealthy?
  2. 2. Why is wealth a taboo subject?
  3. 3. The vices and virtues of HNWs
  4. 4. The taboo scale
  5. 5. The never-ending wealth race
  6. 6. The wealthy’s helping hand
  7. 7. Socially engaged HNWs
  8. 8. The wealth paradox
  9. 9. Nothing is certain but death and taxes…
  10. 10. Tax efficiency with life assurance

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