FOX Wealth Advisor Survey Summary Brief 2025: Confidence and Opportunities Abound

The Ultra High Net Worth (UNHW) Wealth Advisor sector stands at a critical inflection point in 2025, shaped by accelerating wealth creation, generational transition, and transformative advances in technology and client expectations. The Family Wealth Advisor Survey Report Brief highlights a landscape that is both rich with opportunity and fraught with new complexities for MFOs. Heightened demand for bespoke solutions, enduring trust, and data driven efficiency has redefined what it means to serve this exclusive clientele.