- Private bankers, wealth managers and family office leaders advising high-net-worth clients
- General counsels, partners and senior practitioners in trusts, estates and tax law
- Senior executives from asset management, insurance and financial advisory firms
- FT journalists chairing key sessions throughout the day.
Networking
Right people, right place, right time
Guiding Generations: The Future of Estate Planning will gather private bankers, asset managers, fintech innovators, legal experts and policymakers for a focused day of insight, strategy and connection. Hosted at Convene, One Liberty Plaza, New York, the setting is as forward-looking as the discussions, designed to foster candid conversations, new relationships and meaningful opportunities.


Who will you meet?
Can't make it in person?
Secure a Digital Pass and experience the event from anywhere. Gain live access to all sessions, hear insights from leading experts on intergenerational wealth transfer and estate planning, take part in interactive Q&A discussions, connect with peers through the online networking community, and enjoy full on-demand replay after the event.

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