1、2025 Beyond Wealth Report for Wealthy AmericansTable of contents 3Methodology 5Click through to key takeaways 6Sources and attitudes toward wealth 12 Wealth building,financial goals and priorities 17 Retirement and wealth transfer 26 Wealthy Americans profile and subgroup snapshots2|First Citizens W
2、ealth 2025Methodology First Citizens Wealth partnered with Logica Research to conduct the second iteration of the Beyond Wealth Reports.It uncovers new insights about the behaviors and attitudes of wealthy Americans and business owners on money management,retirement and estate planning,and business
3、succession planning.This study,the Beyond Wealth Report for Wealthy Americans,focuses on findings and insights related to wealthy Americans those with$500,000 or more in investable assets.A companion study,the Beyond Wealth Report for Business Owners,focuses on those wealthy Americans who are also b
4、usiness owners.Responses were collected through an online survey during August and September of 2025.3|First Citizens Wealth 20251,100 wealthy Americans with$500K+in investable assets Throughout this report,we include the following groups based on investable assets:Affluent:$500,000 to less than$1 m
5、illion High net worth(HNW):$1 million to less than$10 million Ultra high net worth(UHNW):$10 million or more*100 UHNW Americans are an oversample and are not included in the total sample of 1,000 wealthy Americans unless otherwise noted.Logica Research is an independent research firm and is neither
6、affiliated with,nor employed by,First Citizens Bank.Growing complexity,enduring resilience Personal wealth is never static it evolves with the economy,the markets and the personal choices individuals make.Each year,the Beyond Wealth Report for Wealthy Americans provides a window into these shifts,ca
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