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What you’ll learn in this webinar:
"I'm inheriting rooms of legal and financial documents, and suddenly I have co-owned assets next to individual assets. What's the stake of my co-owned assets? How can I trade with siblings? How do I devise a plan?"
Wealth owners approaching advisors with the above situation is a more and more common scenario as we face the greatest intergenerational wealth transfer in history. This webinar will provide perspective on how to think about estate management. We will cover:
- The current landscape of legacy planning and its unique challenges
- How tech advancements can facilitate better management of complex estates
- Practical steps to modernize your legacy planning process
- A synergy of traditional legal expertise and modern technology approaches
Don't miss this opportunity to learn from industry leaders and discover actionable strategies to modernize your legacy planning approach. We will cover concrete opportunities for innovation that you can consider for your business. Join us with our friends at Druces LLP, based in London, for a lively discussion, followed by a Q&A session where you can present your queries to our panel of experts.
We'll explore Masttro's powerful approach to visualizing and activating the estate map, which provides powerful new ways for advisors and those who serve wealth owners to optimize and manage the estate. We will also cover document storage and contact management in one central, secure system. Hosted by Michael Melia (Masttro's Head of Marketing), we welcome Rene Raabe (Managing Director, EMEA) and Matthew Duncan (Head of Private Wealth, Druces) to the table.
Key highlights of the webinar include:
- Insights from one of the world's oldest and most renowned law firms with 250+ years of heritage
- Stories, lessons learned and best practices for estate management
- A crash course in the technology available today to modernize your business
- Practical guidance on how to make real changes at your business, to save time and money
Join us for an engaging webinar that will reshape your perspective on estate planning. Whether you are a wealth manager, financial advisor, lawyer, consultant or family officer, this event will provide you with invaluable insights and practical solutions for elevating how you handle estate planning.