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2026 Study of Wealthy Americans

This year’s study finds longevity and accelerating wealth transfer are making family finances more complex. Longer lives, more businesses being passed down, and an interest in alternative investments are reshaping how wealthy individuals plan and invest.

The Study of Wealthy Americans

Our 2026 study of wealthy Americans highlights several important shifts across generations. Here are four points that stand out.

Longevity is a core wealth planning priority

92%

Say longevity matters in financial planning

94%

Already taking steps to improve health and longetivy

Inspirations for wealth

The 2026 Study of Wealthy Americans reveals some important changes in how wealth influences decision-making. Here are some key themes explored in this year’s study.

The ‘Great Wealth Transfer’ Is Here and Reflected in the Current High-Net-Worth Individuals’ Landscape

Study of Wealthy Americans Whitepaper

This year's study offers new insights on key wealth trends, and a closer look at younger and ultra-high-net-worth investors.
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