At a time when global conversations around wealth, taxation, and responsibility are becoming more urgent and complex, the question is no longer how much wealth one holds—but how well it is stewarded.
Fiduciary Services Limited is proud to present the STEP “Attitudes to Wealth 2025” report, a compelling international study revealing how today’s affluent and ultra-affluent individuals are rethinking legacy, impact, and the true purpose of wealth.
Drawn from the insights of over 900 trusted advisors across 86 countries, this report offers a rare glimpse into how HNIs and their advisors are navigating:
- The rise of values-driven and multi-generational wealth planning
- Shifting attitudes toward taxation, privacy, and social contribution
- The increasing expectation for advisors to offer more than just financial expertise
As a firm deeply committed to responsible wealth management and intergenerational planning, we invite our clients and partners to explore these emerging perspectives—and to reflect on what they might mean for their own strategies.