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The High Net Worth Report

Stay informed, stay ahead.

Quarterly financial analysis and market insights for individuals with significant assets. Learn more about trends, economic indicators, and strategies to help preserve and grow wealth in a changing financial landscape.


2026 | Issue 2

Migration, Cost of Living and the Luxury Housing Market

Arizona is rapidly emerging as a top destination for high-net-worth households, drawn by favorable taxes and greater purchasing power, which is driving strong demand in the luxury housing market. As affluent buyers relocate from higher-cost states, luxury home sales have surged, significantly outpacing the broader market and reshaping real estate trends. With continued population growth and rising demand for high-end properties, the state’s market shows no signs of slowing. Read the full report to uncover the key data and insights behind this shift.

Read the Report >


Browse the Archives

2026 | Issue 1 - The State of Philanthropy in Arizona

This issue uncovers powerful trends shaping philanthropy in the United States — highlighting a major rebound in charitable giving and the outsized role high‑net‑worth households play in driving national and Arizona‑based donations. Discover which causes are growing fastest, how different generations are influencing modern giving, and what upcoming tax changes mean for future philanthropic behavior. Packed with compelling data and insightful analysis, this report offers a clear view into one of the most dynamic years for charitable giving in recent history. Read the Report >

2025 | Issue 1 - Examining the Provisions of the One Big Beautiful Bill Act

This issue of the High Net Worth Report dives into the sweeping changes introduced by the One Big Beautiful Bill Act (OBBBA) — a landmark overhaul of U.S. tax law. From making the 2017 TCJA tax cuts permanent to boosting deductions for seniors, tips, and overtime pay, this legislation reshapes financial planning for households and business owners alike. Discover how new rules on charitable giving, estate transfers, and SALT deductions could impact your bottom line, and why high-income earners stand to gain the most. Read the Report >

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