Advisors should consider the unique views of wealthy clients with children

12/20/2013 | Financial-Planning.com

Wealthy investors with young children have some characteristics that set them apart from other investors and financial advisors need to take those differences into consideration, writes Stacey Haefele, president and CEO of the marketing and software firm HNW. "They are more likely than their childless or empty-nest peers to expect that they will do well financially," she notes. "In practice, you'll find they take on more risk in their investment portfolios and are more likely to describe themselves as 'high risk' investors."

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