2025 Beyond Wealth Report for Wealthy Americans

The 2025 Beyond Wealth Report for Wealthy Americans is a comprehensive study that investigates the behaviors and attitudes of wealthy individuals regarding money management, retirement, and estate planning. Conducted by First Citizens Wealth in collaboration with Logica Research, the report reveals insights from 1,100 wealthy Americans with investable assets of $500,000 or more. The findings indicate that economic uncertainties, such as inflation and market volatility, have led to increased financial stress among respondents, with over half expressing feelings of stress about their finances. Despite this, many wealthy Americans are adapting their financial strategies, including cutting back on luxuries and increasing retirement contributions. The report highlights a growing reliance on financial advisors, with three out of four respondents indicating that professional guidance has positively impacted their financial outcomes. Additionally, the report discusses shifts in retirement expectations and the diversification of income sources among wealthy Americans, emphasizing the evolving landscape of personal wealth management.