The Wealthiest Americans: $25 Million Plus Investors - 2018

The Wealthiest Americans: $25 Million Plus Investors - 2018 is the sixth in a series since 2007. Twenty-five million plus investors remain the most sought-after clients in the financial services industry. These individuals and families need guidance and assistance in managing their wealth, as well as support and direction in all facets of their life. Business succession and estate planning are critical to these investors. Interest in alternative investments and other emerging investment products make this segment unique from other less wealthy households. The complexities of multi-generational wealth planning and asset transfer provide a unique opportunity for qualified financial service providers.

This report provides an analysis of the investment expectations, portfolios and behaviors of this elite group of investors.

Topics covered include:

  • Asset allocation
  • Product ownership
  • Future investment intentions
  • Spending habits

Insights will be provided on:

  • The types of assets they see as desirable in 2018 and beyond
  • The number of financial advisors they rely upon and their selection criteria
  • The key issues and concerns that these investors and their families are currently facing


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