---
title: Future-Proofing Your Practice
description: Rising-gen heirs have distinct needs and expectations. Learn how advisors can engage, educate, and retain the next generation of wealthy families.
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Investments & Wealth Review - March/April 2025

# Future-Proofing Your Practice

EARNING THE LOYALTY OF THE $25-MILLION+ SEGMENT

Admin

Families with $25 million or more in net worth are no longer a niche served by only a handful of elite advisors—they are becoming the blueprint for where wealth management is headed. In a period defined by volatility, rapid innovation, and accelerating wealth creation, the expectations of the ultra-wealthy are setting new standards for advice, service, and expertise that will soon cascade across the broader affluent market. Drawing on research from CEG Insights, this article examines why understanding the $25M+ segment has become a strategic imperative for advisors, how these families are reshaping advisory relationships, and why building the capability to serve them can help future-proof practices across every client tier. 

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