Smart Wealth Builders Prioritizing Planning
You didn’t build your wealth by accident.
You made smart decisions, asked the right questions, and stayed ahead of the curve - long before others even saw what was coming.
That’s exactly why more and more successful families are quietly adding long-term care planning to their financial strategy.
Not because they expect to need care.
But because they know better than to leave any part of their portfolio - especially one as potentially expensive and disruptive as this - without clear purpose and direction.
They’re not reacting to risk. They’re controlling the narrative:
- Turning taxable assets into tax-free leverage
- Preserving family harmony and protecting heirs
- Relieving the burden off the family
- Assigning every dollar a job - even in the face of life’s unexpected turns
This is the kind of planning that fits seamlessly into how high-net-worth individuals think: efficient, intentional, and invisible until it’s needed.
You’ve planned for everything else.
Now it’s time to finish the plan.
Articles
Affluent Individuals Are Noticing
Do Wealthy Investors Need Long-Term Care Insurance?
Affluent Individuals Are Noticing
For High-Net-Worth Individuals, Long-Term Care Income Is a Smart Strategy,
Avoid:
Loss of Control
Asset Liquidation Risks
Tax Implications
Relieve Burden on Loved Ones
Depleting Legacy Plans
UBS Global Wealth Management
Do Wealthy Investors Need Long-Term Care Insurance?
Affluent Individuals Are Noticing
More than half of wealthy investors expect to live for 100 years .
About the survey
UBS Global Wealth Management provides financial advice and solutions to wealthy, institutional and corporate clients worldwide. As part of our leading research capabilities, we survey global investors on a regular basis to keep a pulse on their needs, goals and concerns. Since 2012, UBS Investor Watch tracks, analyzes and reports the sentiment of high net worth investors.
Do Wealthy Investors Need Long-Term Care Insurance?
Do Wealthy Investors Need Long-Term Care Insurance?
Do Wealthy Investors Need Long-Term Care Insurance?
A market crash might not be the biggest threat to a wealthy investor’s nest egg.
In fact, future medical costs can potentially eat up more of your savings.
And if you require long-term nursing care at some point, you can expect it to come with a high price tag.
SmartAsset.com