2026 Entrepreneur Wealth Report Overview

The 2026 Entrepreneur Wealth Report is a detailed analysis conducted by Dew Wealth Management, focusing on the professional team composition of entrepreneurs who completed Family Office Assessment intakes between January and August 2026. The report outlines that among the 21 entrepreneurs assessed, 57% had three or fewer of the seven identified outside professional roles in place, indicating a significant gap in their advisory support. The report also presents demographic insights, revealing that 75.8% of the client households are headed by married or partnered couples, which raises questions about the coordination between business and household financial planning. Furthermore, it highlights that the median age of primary clients is 47.5 years, with a notable percentage under 50, suggesting that many entrepreneurs are in a critical phase of business development. The findings emphasize the need for tailored advisory services that address both business and personal financial structures for entrepreneurs.