Because most billionaires now expect to live longer, 58% plan to regularly review and update their wills, trusts, and beneficiaries.
In my years advising private clients, the conversation has traditionally centered on capital—how to grow it, how to protect it, and how to pass it on. But the recently released Billionaire Ambitions Report 2025 confirms a shift I’ve been witnessing firsthand: Health is now the ultimate asset.
True wealth preservation is no longer just about the next 10 years; it’s about preparing for several decades of high-impact living
1. The Longevity Revolution
The most striking finding from the report is that 44% of billionaires now expect to live significantly longer than they did just a decade ago
For our private clients, this isn’t just about extra years; it’s about extra quality years. Increased longevity requires a new discipline in wealth management—planning for a horizon that spans several more decades than previously anticipated
2. Health as a Driver for Mobility
When billionaires choose where to call home, health is a deciding factor. The report found that 15% of billionaires cite access to better healthcare for themselves and their families as a primary reason for relocating
3. A Generational Shift in Values
The rising generation of wealth holders—the heirs and young entrepreneurs—are prioritizing holistic values
Impact Investing: Using wealth to solve global challenges
. Healthcare Innovation: 24% of billionaires believe healthcare is one of the most pressing social challenges for the next generation to address
. Lifestyle and Wellness: Viewing health as a central component of their identity and success
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4. Managing Wealth for a Longer Life
Because more than half (58%) of billionaires expect to live longer, they are actively updating their wills, trusts, and beneficiaries to ensure their legacy remains secure over a longer timeframe
The Derrick Miles Perspective
I believe that private clients deserve to enjoy their wealth, not just preserve it. The findings in the Billionaire Ambitions Report 2025 validate our mission: providing a sophisticated health and wellness ecosystem that keeps you healthy and well enough to enjoy the private experiences you’ve worked so hard to achieve.