What’s Everyone Else Doing: UHNW Families/Hot Topics In Trust & Estate Planning Mainstage

- Understand why UHNW families’ planning needs extend beyond portfolio construction and require an integrated approach across investments, taxes, estate structures, and liquidity. - Explain the OCIO model and articulate why UHNW clients are increasingly adopting OCIO for institutional-style investment policy, implementation, monitoring, and reporting. - Identify key investment governance considerations for UHNW families, including policy discipline and ongoing oversight expectations. - Recognize evolving planning considerations relevant to 2026 and beyond that advisors should proactively address in UHNW relationships. - Describe how lending and liquidity solutions can support planning needs (e.g., taxes, opportunistic investments, philanthropy, family support) without forcing untimely portfolio decisions. - Spot common trust and estate planning gaps and opportunities in today’s environment, including governance and fiduciary considerations. - Evaluate beneficiary and distribution design considerations to better align estate documents with family goals. - Improve coordination approaches with outside counsel and tax professionals to keep estate documents and wealth transfer strategies aligned with client objectives. - Apply practical, client-ready ideas to strengthen ongoing UHNW planning conversations and improve alignment across investment, estate, and liquidity decisions to support long-term legacy outcomes.