2025 Wealth Resilience Index™
How prepared are professionals and executives for the AI economy? The 2025 Wealth Resilience Index™ provides the first research-driven benchmark, capturing readiness gaps, inefficiencies, and opportunities across sectors. This report sets the standard for resilience in wealth design, growth, and protection.
Executive Summary
The Index reveals a widening gap between those who are adapting to the AI economy and those falling behind. 72% of executives report feeling unprepared for AI-driven financial disruption, while only 14% have a structured resilience plan in place. This is both a risk—and an opportunity.
Key Statistics
72% Unprepared
Executives report low confidence in their ability to adapt capital to AI disruption.
38% Inefficiency Loss
Average loss attributed to cash drag, fee leakage, and delayed reallocation decisions.
14% Structured Plans
Only a small minority of leaders have a resilience framework in place today.
Industry Breakdowns
Healthcare: High exposure to regulatory change, but increasing adoption of AI-driven efficiency models.
Technology: Agile, but often over-concentrated in high-volatility assets.
Education: Underinvested in adaptive wealth design; risk of long-term capital erosion.
Consulting: Strong growth focus, but low resilience planning for downturns or shocks.
Design • Grow • Protect
Design Gaps
Few professionals map capital across liquidity, risk, and legacy. Lack of structure is the #1 weakness.
Growth Risks
Emotional decision-making erodes returns. Guardrails and automation are largely absent.
Protection Failures
Tax drag and overexposure to single markets create fragility that compounds over time.
Insights from the Field
Healthcare Executive
Lost 18% of capital to unmanaged tax drag before adopting a structured resilience plan.
Tech Founder
Shifted from fragile single-asset exposure to diversified, disciplined deployment—compounding steadily.
Recommendations
The Index highlights one clear path forward: professionals and executives must adopt structured wealth frameworks. The Strategic Capital Shift™ operationalizes this, providing clarity, design, and disciplined deployment.