What $25 Million Clients Want—and Why Every Advisor Should Pay Attention We know what investors with $25 million in net worth* want from their advisors. If you serve that cohort of ultra-high-net-worth individuals, or aspire to work with this group, you’ll want to know, too. But here’s the thing: It’s vital to understand the UHNW, even if you have no intentions of ever working with them. The reason: $25-million-plus clients are a great leading indicator of where the industry is headed. How they think, what they expect, and the services that they demand today often are the services and the expectations that work their way down to households with a few million dollars in net worth. With that in mind, here are three key action steps you should be taking today—based on CEG Insights’ latest research into UHNW investors.