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CEG Insights Announces New Study
The $25 Million+ Opportunity: Driving Organic Growth by Attracting, Serving, and Retaining the Ultra-Wealthy

SAN MARTIN, Calif. — August 29, 2023 — CEG Insights, the premier research firm in the financial services industry, is delighted to announce the publication of its latest study, “The $25 Million+ Opportunity: Driving Organic Growth by Attracting, Serving, and Retaining the Ultra-Wealthy.” This study is a vital component of the Wealth Management Mastery Series program. It offers financial services executives’ in-depth insights to enhance their businesses and stimulate new net organic growth.

The study offers an in-depth exploration of the preferences and investment behaviors of the ultra-wealthy, uncovering critical insights for financial services executives. It reveals that 54.2% of these affluent investors prioritize advisors who provide bespoke financial strategies tailored to their unique needs and goals. Additionally, the study finds that 46.1% value a deep, trusted relationship with their wealth managers, and 35.3% emphasize the importance of innovative investment solutions that align with their long-term objectives. These findings underscore the multifaceted dynamics of wealth management and the critical role of personalization, trust, and innovation in attracting, serving, and retaining this exclusive client segment.

Catherine McBreen, Managing Principal of Wealth Management Research at CEG Insights, comments on the study’s findings, “The interest in a family office experience among the ultra-wealthy is more than a trend; it’s a clear call to action. With 70.8% expressing interest in this service and 96.5% of millennials desiring this experience, financial advisors must recognize and adapt to these needs.”

John Bowen, CEO of CEG Insights, adds, “This study is more than a set of insights; it’s a strategic blueprint for financial advisors to forge unparalleled relationships by understanding and aligning with clients’ preferences, including their growing interest in personalized solutions such as a virtual family office experience. This alignment doesn’t just lead to growth; it sets the stage for unprecedented expansion and positioning them as leaders in the industry. The virtual family office is not just an option; it’s an innovative pathway to excellence that resonates with the needs of the ultra-wealthy.”

The “The $25 Million+ Opportunity: Driving Organic Growth by Attracting, Serving, and Retaining the Ultra-Wealthy” study is one of eight reports published annually in the Wealth Management Mastery Series. These reports provide financial services leaders with comprehensive insights to enhance their already successful businesses and stimulate innovative, net organic growth.

Explore the site to learn more about our vision, our commitment to excellence, and how this study fits into our Wealth Management Mastery Series, a program designed to stimulate innovative, net organic growth and position financial services leaders at the forefront of the industry.


Robin Black
Managing Principal of Strategic Partnerships
CEG Insights, LLC
(888) 398-7298