“A life well-lived shouldn’t be viewed through a rearview mirror with the final assessment of accomplishment or regret at the end of the journey. It can and should be carefully plotted and planned for,” says Keith Banks, president of U.S. Trust.
“The wealthy are driven by a sense of purpose and desire to succeed, but what makes life fulfilling is not money; it’s what they do with it. As wealth managers, we have the opportunity to not only help our clients grow their wealth, but also to help them plan accordingly,” he adds.