The end of the year is approaching, and while high-net-worth individuals (HNWI) will be focused on financial and tax planning, marketing professionals should be focused on how to better reach HNWIs. Using findings from our survey and anecdotes from Forbes Wealth Summit, we compiled five key themes that are top of mind for today’s wealthiest. Our research found that 62% of HNWIs said making an impact (ESG, social justice, equity) was their primary goal today. Enduring Impact Impact creates opportunity. Highlight a Holistic View Skip the myopic focus, said Ben Dell, the founder & managing partner of Kimmeridge, at this year’s Wealth Summit.

Source: The North Africa Journal November 13, 2021 03:10 UTC