Worth, as a brand, is focused on embracing worth beyond wealth. Therefore, in an era where the intersection of wealth, social responsibility, and environmental stewardship is increasingly paramount, we look to further our understanding of high net-worth (HNW) and ultra-high-net-worth (UHNW) individuals in the realms of impact investing and philanthropy.
Thus we have created a survey designed to delve into the intricacies of how HNW and UHNW individuals make investment decisions that align with their values, the role of financial advisors in shaping these choices, and the metrics used to gauge the success of impact investments.
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This initiative seeks to uncover the depth of engagement, investment strategies, and philanthropic endeavors of those leveraging their wealth for societal and environmental benefit. By participating, you contribute to a comprehensive exploration of how today’s elite navigate the complexities of creating a lasting impact while achieving financial returns.We invite you to share your experiences and viewpoints through this survey, contributing to a pivotal discussion on the future of impact investing and philanthropy. Your participation helps shed light on current trends and challenges and informs the strategies to drive more effective and meaningful change. Join us in this essential conversation and help shape the understanding of how wealth can be a powerful catalyst for positive global impact.
To take our survey, click here.