Webinar
Preserving Legacy: Succession Planning for Enduring Family Wealth
Hosted by CFA Institute
Jul 21, 2026· Timezone: ET Online / Virtual
About This Event
This webinar explores how ultra-high-net-worth families and family offices can design robust succession strategies to safeguard their legacy across generations. Delivered in partnership with ADIO and ADGM Academy, the session addresses wealth transfer, governance frameworks, regulatory complexity, and family dynamics to enable smooth intergenerational transitions of wealth and responsibility.
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Who This Event Is For
Target Audience
Family offices, ultra-high-net-worth families, wealth management professionals, financial advisors