Private Wealth and the Future of Financial Security

As trillions shift across generations during the Great Wealth Transfer, wealth management is undergoing a structural transformation. ETFs and semi-liquid structures are expanding access to strategies once limited to institutions, while, at the same time, companies are staying private longer, private credit continues to scale, and real assets are entering a new investment cycle driven by infrastructure demand, energy security, and technological change. This session will explore how financial institutions and advisors are adapting portfolio frameworks, governance, and technology to expand access while navigating liquidity, transparency, and investor protection. Panelists will also examine how financial planning—combining risk protection, long-term investing, and trusted advisory relationships—can help households prepare for the complexities of intergenerational wealth transfer.