This 6-pillar curriculum teaches the basic literacy we need to be personally and financially successful and to do so in a manner in which together we evolve a culture that supports the emergence of an advanced human civilization.
U.S. Trust Insights on Wealth and Worth explores both the rational and emotional perspectives of the high net worth in the United States.
Key topics covered in the 2011 U.S. Trust Insights on Wealth and Worth are:
• Attitudes about wealth, worth and the use of wealth
• Estate planning, financial planning and intergenerational wealth transfer
• Investment outlook and tax policy
