The Psychology of Succession
Families and advisers need to bridge emotional gaps, while adapting to the changing needs of a growing cohort of younger inheritors.
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* The Capital Group research was conducted by FT Longitude in February and March 2025. The study surveyed 600 high-net-worth individuals (HNWI) in the UK, Germany, France, Italy, Spain, Switzerland, Luxembourg, Singapore, Hong Kong, Japan, Australia and the US to explore their approach to inheritance use and their own succession-planning. Respondents had net worths of at least $1m, investable assets between $250,000 and $10m, and received inheritances of $100,000–$50m. All currency in US$.
Statements attributed to an individual represent the opinions of that individual as of the date published and may not necessarily reflect the view of Capital Group or its affiliates. This communication is not intended to provide investment, tax or other advice, or to be a solicitation to buy or sell any securities. While Capital Group uses reasonable efforts to obtain information from third-party sources that it believes to be accurate, this cannot be guaranteed.