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Navigating the Great Wealth Transfer

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

Additional information:

  • This event will be held in English

Location

EY Office, Maagplatz 1

Zurich, Zurich, 8005, CH

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Date

Time

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