EY helps clients create long-term value for all stakeholders. Enabled by data and technology, our services and solutions provide trust through assurance and help clients transform, grow and operate.
At EY, our purpose is building a better working world. The insights and services we provide help to create long-term value for clients, people and society, and to build trust in the capital markets.
Our roundtable discussion, Navigating the Great Wealth Transfer, will be featuring speakers from Auxilium Wealth (AW) and Ernst & Young (EY).
During the session, we will discuss how the Great Wealth Transfer is impacting businesses and shaping cross border client strategies.
The event will feature expert-led discussions covering:
$100 Trillion Transfer: How will it reshape our industry? Key strategies, risks, and opportunities
Advisor readiness: How can we equip advisors to succeed? Best (and worst) practices from the market
Cross-border challenges: How can firms navigate international rules for global families? Insights on upcoming regulatory shifts, including CRD VI, stricter interpretations of reverse solicitation, and the design of efficient and robust control frameworks