UBS

Global wealth and billionaire reports that size the great wealth transfer.

2 stories · ubs.com

June 30, 2026 at 1:59 AM PDT

The US Minted 441,000 New Millionaires Last Year. Now Comes the Tax Planning

UBS's Global Wealth Report 2026 found the US added more new dollar millionaires than any other country, a milestone that turns first-time wealth into first-time exposure to estate and capital gains tax.

ubs.com

EstateResearch

UBS: 91 Billionaire Heirs Inherited $297.8 Billion in 2025, Up 36% From a Year Earlier

UBS's Billionaire Ambitions Report tallied $297.8 billion passed to heirs this year, a preview of the gifting, trust and basis questions facing far smaller family fortunes too.

December 4, 2025IRS