Advanced Markets 2025 On Demand: Houses, Spouses and Legacy: Working with Ultra High Net Worth Multigenerational Family Groups

Ultra-high-net-worth (UHNW) families recognize the importance of multi-generational wealth planning and communication, yet many struggle with meaningful discussions about family values, legacy and generational access to wealth. This session explores the psychology behind these discussions and the balance between long term wealth stewardship and the needs of the rising generation to fund current family expenses. Learn how to provide actionable techniques for the Advance Markets practitioner to help your clients define their family values and purpose; address emotional and behavioral barriers; and position planning as an opportunity rather than a burden across multiple generations. Then, through case studies, discover specific planning processes that address some of the most common planning needs our speakers are seeing today. You will leave the session prepared to bring value beyond your technical expertise.

By the end of this session learners will be able to:

• Understand the psychological dynamics and emotional barriers that affect multi-generational wealth discussions in ultra-high-net-worth families.

• Develop strategies to facilitate meaningful conversations around family values, legacy, and the balance between long-term wealth stewardship and current family needs.

• Learn actionable techniques to help clients define and communicate their family values and purpose effectively across generations.

• Apply case study insights to design tailored planning processes that meet common multi-generational wealth planning challenges.

• Enhance your advisory role by positioning wealth planning as an opportunity to create lasting family impact beyond technical financial solutions.