Shaping the international estate planning world for families and advisors

THOUGHTFUL CONVERSATIONS | INSPIRED ACTION

Family Office representatives, wealth and trusted advisors, and key clients convened in June for an imperative discussion on international estate planning. Reports indicate an involvement of trillions of dollars, with potential charitable giving projected to surge to $27 trillion at a 2% growth rate. This striking growth underscores the profound impact of wealth on future generations and presents a robust outlook for philanthropic initiatives. Advisors wield pivotal influence in navigating the complexities of wealth transfer and managing estate closing costs. It is imperative to seek professional guidance in this intricate landscape. Over the next 20 to 30 years, more than 1,000 billionaires are expected to transfer over $5 trillion to their children. This generational transition brings new ideas about business, investment, and philanthropy, highlighting the importance of multi-generational planning, asset consolidation and planning, and family governance and philanthropy. Who will be there to support them?