AllianceBernstein Survey Finds UHNW Families Average $200M Net Worth, 20% Review Estates
AB•AllianceBernstein’s Bernstein unit surveyed 107 ultrahigh-net-worth families averaging $200 million each and found 93% of high-confidence clients prepared next-generation leadership plans versus 61% of low-confidence clients. Twenty percent reviewed estates after the 2025 tax overhaul, while 72% of business owners have formal estate plans and only 56% have clear succession strategies.
1. Report Scope and Methodology
AllianceBernstein’s Bernstein unit surveyed 107 ultrahigh-net-worth families assessing resilience strategies, risk perceptions, and governance. Participants averaged $200 million in net worth, with 47% owning family businesses and 80% self-made wealth creators.
2. Generational Wealth Perceptions
Baby boomers are most likely to see wealth as a source of stability, while 35–49-year-olds view it as flexibility and risk-taking. Overall, 41% of families define wealth as freedom and opportunity, compared with 33% citing preservation and strong values.
3. Estate Planning and Succession Findings
Twenty percent of clients revised estate plans following the 2025 tax overhaul. Among business owners, 72% have formal estate plans but only 56% have clear succession strategies in place.
4. Implications for AllianceBernstein
Demand for personalized advisory services on tax planning, intergenerational leadership preparation, and structured governance is rising. These insights could drive growth in AllianceBernstein’s high-net-worth management mandates.
