Financial Times "Guiding Generations: The Future of Estate Planning" Summit in NYC

I'm not sure what the biggest force is, but I do know there are many!

With that, I tend to organize my thoughts like this:

There's lots of change underway due to technological advancements and societal shifts. That said…

🔹 If we look to the technological advancements side of the coin, we might summarize these forces in 3 words. We have increasing:

✔️ Digitization

✔️ Decentralization

✔️ Democratization

Thereby impacting how we manage, access, and transfer assets.

🔹If we look to the societal shifts side of the coin, we might summarize these forces in 3 words. We have evolving:

✔️ Definitions

✔️ Demographics

✔️ Demands

Thereby redefining our concept of wealth, value, and legacy.

For this reason, the wealth management ecosystem is increasingly dynamic and multi-dimensional—which is exactly why this conversation is so important!

A big thank you to FT Live, Financial Advisor IQ, and Trust & Will for creating the space to explore these topics together!