Title: Straight From the Affluent: 7 Key Findings From Our HNW Investor Panel At our most recent mastermind event, we assembled a panel of affluent individuals, each with a net worth of at least $5 million. In front of 150 financial advisors, we asked them about how they invest, their impressions of their advisors, preparing their heirs for being wealthy, and other hot-button issues on their minds. Their comments were candid and sometimes surprising. But most of all, they were actionable for advisors. Here are 7 lessons we learned from this HNW group.