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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

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.

Longevity is a core wealth planning priority

92%

Say longevity matters in financial planning

94%

Already taking steps to improve health and longetivy

The Interest/Adoption Gap

Family offices figure in the plans of many families, according to the Bank of America Private Bank 2026 Survey of Wealthy Americans. Head of Family Office Solutions Elizabeth Thiessen outlines the ways families can receive many family office-like services from their advisor while they determine whether a full commitment is right for them.

Inspirations for Wealth with Drew Watson

Young collectors are becoming major drivers of the art market, the Bank of America Private Bank 2026 Survey of Wealthy Americans finds. Head of Art Services Drew Watson discusses why this is, and what it could mean for the art market in coming years.

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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