$25 Million Plus Investor – America’s Wealthiest Households

Investors with over $25 Million in net worth are a highly sought-after, yet not often fully understood investor segment. These ultra-wealthy investors have unique needs and expectations that must be understood in order to gain their trust and their business. These investors often are dealing with multi-generational wealth that involves entire families, not just a single individual. Spectrem Group provides insights into this hard-to-reach investor and details their expectations of advisors, product ownership, and social media usage, allowing firms to tailor their approach to attract this segment of investors.

The current recession has impacted how they interact with their advisor, and the communication they require during volatile markets. This research provides the actionable recommendations necessary for financial firms to grow AUM and revenue with America’s Wealthiest Households.

These investors have very unique investment and planning needs, however, they also have other concerns that firms must know how to address at this level of wealth.

  • How are these wealthy investors preparing to pass their assets to their posterity?
  • How have service expectations and communication preferences changed in the past 12-18 months with this segment of wealthy investors given the current market environment?
  • What types of educational materials and information would be of greatest benefit to them?
  • How has the current bear market impacted the way they make charitable contributions

For more information or to purchase, please contact Randy Wostratzky at rwostratzky@spectrem.com or 224.544.5195 or Kathy Dordick at kdordick@spectrem.com or 224.544.5346.