Nerd's Eye View Podcasticles The 3 Concerns Keeping $25M+ Families Up at Night
Aug 18, 2025
In this discussion, John Bowen, CEO of CEG Worldwide, shares expert insights on the pressing concerns of ultra-high-net-worth families with over $25 million in assets. He highlights three key worries: wealth preservation, family governance, and the need for tailored financial strategies. The conversation reveals the shift from traditional wealth management to innovative solutions like virtual family offices, stressing the balance between technology and personal touch in financial advising. Bowen also discusses upcoming resources for families aiming to navigate these complexities effectively.
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Up‑Market Client Productivity Leap
- Moving up‑market increases advisor productivity far more than marginal tech gains. Wealthier clients demand higher expertise and implicitly pay much higher effective hourly rates.
Airport Car Shows Tech Becomes Common
- John Bowen jokes about his 2010 BMW 760 being his airport car despite steep depreciation. The story illustrates how luxury tech becomes mainstream over time.
How Ultra Wealth Is Usually Built
- Wealth above ~10M usually stems from business equity or inheritance, not saving alone. That origin changes the complexity and types of problems wealthy families face.