Focus on Succession Planning & Wealth Management

We stand on the precipice of the largest wealth transfer in history. Over the next 20 years, hundreds of trillions will be passed down to subsequent generations. Navigating succession planning, while ensuring certain values are upheld, can be complex and emotional. Further, inadequate preparation can be costly and lead to legal and familial complications at later stages. Support from dedicated financial professionals is therefore key in these matters.

Our Focus On Succession Planning & Wealth Management livestream will bring together a bevy of leading experts to discuss the challenges that UHNWI face, as well as cross-border solutions that meet the needs of increasingly international families. We will also delve into how advisers assist in supporting a long-term vision and incorporate ESG and philanthropy in succession plans. Finally, as an increasing amount of wealth shifts into the hands of women, we will explore how this is changing the face of wealth management and the manner in which it is approached.

Speaker details and the full program can be found below.

For sponsorship opportunities and information regarding the event, please contact: Aurélie Zambeaux