Guiding Generations: The Future of Estate Planning
Overview
The largest intergenerational wealth transfer in history is underway, with $124 trillion in the US expected to change hands to heirs and charitable causes over the next two decades, according to Cerulli Associates. This seismic shift will redefine the financial ecosystem, bringing new challenges and opportunities for banks, asset managers, fintechs, policymakers, and the courts.
Guiding Generations: The Future of Estate Planning, hosted by FT Live, Financial Advisor IQ, and Trust & Will, is the premier gathering for leaders across the estate planning spectrum. Across the day, expert panels and curated roundtables will explore the macro forces, technological frontiers, and policy shifts shaping the $124 trillion legacy economy.
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Key Discussion Points
Shifting Generational Wealth
How will the $124 trillion transfer reshape the financial ecosystem for banks, asset managers, fintechs and policymakers?
Technology and Transformation
From AI to blockchain, what innovations are redefining how wealth is created, documented and transferred?
Policy and Planning Gaps
What legal and regulatory reforms are needed to close the estate planning gap and protect future generations?
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