Modernizing Wealth Stewardship | How Trust & Wealth Managers Are Adapting to HNW Family Expectations

As managing wealth becomes more complex and multigenerational, high-net-worth (HNW) and ultra-high-net-worth (UHNW) families increasingly demand tailored trust and estate strategies that align with their unique goals, values, and assets. These families expect more from their advisors—seamless digital experiences, advanced tax and estate planning, and greater personalization powered by technology.

Modern trust and wealth managers must now integrate technology, data analytics, and customized administration to meet these expectations, while also ensuring compliance and protecting sensitive information.

Join this webinar to explore how trust and wealth managers are embracing digital innovation to better serve affluent families. You’ll learn more about:

How evolving client expectations are reshaping the advisor-client relationship
Ways to manage complex trust structures, philanthropic goals, and alternative assets
The role of AI-driven insights, predictive analytics, and digital reporting dashboards
Strategies for protecting client data in an increasingly digital environment
How integrated platforms like SS&C’s Innovest and InnoTrust streamline administration and optimize wealth planning

Whether you’re a trust officer, estate planner, or financial advisor, this session will equip you with tools and strategies to stay competitive and deliver value to HNW clients in a rapidly changing environment.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

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