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Many HNIs are motivated by fear and want to ensure the wealth is passed on to the next generation.
Asset allocation is the key to overcoming fear and includes all assets. Many entreprenurs fail to include their real assets such as property in assessing their portfolio's worth.
Consolidated net worth statement (CNWS) is the best antidote for market fear, as it shows clearly just how little of net worth is exposed to market risk
Investment in financial products can ease concerns regarding the future of the family for entrepreneurs whose heirs are unable to run or take over the business for different reasons.
For entreprenurs, a portfolio skewed more towards debt may be a good fit as they already run a business.
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