Report: 78% value wealth preservation, 36% plan succession
In short
A report said 78% of families put wealth preservation first, while only 36% have a succession plan. It also found 46% want income beyond their main business and 38% want a legacy beyond money.
This matters because many families may be thinking about how to protect and pass on wealth. The reporting does not say which report this came from or where the families are based.
What the reporting says
A report found that 78% of families prioritise wealth preservation, while only 36% plan succession, according to publisher-supplied summary evidence. The same report said 46% want to diversify income beyond their core business and 38% seek a legacy beyond financial returns. The immediate implication is that many families may be preparing for continuity in different ways, but the source does not identify which report it was or where the survey was conducted.
Why it matters
A publisher-supplied summary says a report found 78% of families prioritise wealth preservation and only 36% plan succession. It also said 46% want to diversify income beyond their core business and 38% seek a legacy beyond financial returns. The findings point to planning gaps for family businesses and wealthy households, but the source does not name the report, sample, timing or market.