2024 Study of Wealthy Americans

Bank of America surveyed those 21 years old+ with $3 million or more in investable assets to learn how viewpoints on investing, giving, and preserving wealth differ across generations and the way people came into wealth.

The study includes:

• economic views
• investment trends and decision considerations, including the move towards alternative investment options by younger generations
• primary sources for financial content
• trends, challenges, and stressors in estate planning
• philanthropic participation and focus
• interest in art collecting and attitudes towards inherited art
• use of financial advisors, satisfaction, and type of guidance they seek.

Read the study