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. 

At the same time, technological leaps – from AI-driven document automation to blockchain-secured digital asset registries – are transforming how wealth is created, documented, and transferred. The industry must adapt to capture the loyalty of the digital-first, globally connected, and values-driven next generation. The stakes are high: misaligned policies, outdated laws, and fragmented advice risk creating a gargantuan estate planning gap. 

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. 

Gain Insight

Understand how intergenerational wealth transfer, digital innovation and evolving client expectations are transforming estate planning across legal, financial and advisory services. 

Build Relationships

Connect with wealth managers, estate attorneys and policy experts through keynote discussions, panel debates and curated networking.

Discover

Explore the next wave of estate planning trends, from digital wills and AI-powered tools to evolving family structures and the modernisation of legacy infrastructure.

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