We’re excited to announce the theme for our 4th Annual Mastering Multigenerational Wealth Conference: The Rapidly Changing Landscape of Multigenerational Planning.
Multigenerational planning continues to evolve. Families are facing new questions, priorities, and complexities, while the professionals who serve them are considering how their approaches must evolve alongside them.
This year’s theme will create space to examine those changes from both perspectives. What is shaping the way families think about wealth across generations? How are the needs and expectations of rising generations changing? And what will effective multigenerational planning require in the years ahead?
Throughout the conference, we’ll bring together the perspectives of families and professionals to explore these questions, share experiences, and consider what a changing landscape means for the future of multigenerational wealth.
The Rapidly Changing Landscape of Multigenerational Planning reflects a conversation that is becoming increasingly important - and one we’re looking forward to exploring together.