Name
The Age of Longevity: Protecting Wealth When Capacity Declines
Date & Time
Monday, April 20, 2026, 9:30 AM - 10:30 AM
Description

As life expectancy rises, capacity issues are becoming central to private client advice. Increasing vulnerability exposes families to risks of financial abuse, mismanagement and asset dissipation. This Exchange examines protective mechanisms, including lasting powers of attorney, guardianship regimes and the strategic use of discretionary trusts - to ensure continuity, governance and asset protection in later life. Speakers will address practical case studies involving wealthy seniors and explore how advisors can pre-empt capacity-related challenges.