Name
Longevity and the Future of Private Client Advisory
Date & Time
Friday, December 4, 2026, 9:40 AM - 10:25 AM
Speakers
Description
Increasing longevity is becoming one of the most significant forces reshaping private client work. As people live longer, healthier lives, wealth planning must evolve from a one-time exercise into an ongoing process that adapts to changing family structures, health needs, tax regimes, and asset values over decades. Longer lifespans are accelerating lifetime wealth transfers, while also creating new challenges around capacity, cognitive decline, financial security, and increasingly complex family dynamics. In response, trusts, foundations, and other planning structures are likely to become more sophisticated, flexible, and widely used to preserve wealth, manage control, and reduce the risk of future family disputes.