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New York City · 2026
A Forum for the Future of Global Estate Planning

Global Estate
Planning
Summit

A curated, one-day professional forum for senior estate planning attorneys, private bankers, fiduciaries, and family office professionals. New York, September 2026.

September 2026 · New York
150 Senior Professionals
1 Day Invitation Only
Request Invitation → View Program
01
The Intergenerational Wealth Transfer

The largest generational transition of wealth in history is underway. Its implications for advisors, families, and institutions are immediate and profound.

02
Global Families, Cross-Border Complexity

Today's clients hold assets, residences, and beneficiaries across multiple jurisdictions. Multi-jurisdiction estate planning has moved from specialty to standard.

03
Technology and AI Transforming Practice

Artificial intelligence and digital tools are redefining how legal services are structured, delivered, and priced. The firms that engage proactively will lead.

—
The Forum

A gathering of the profession's leading voices

Not a traditional conference. A curated, dialogue-driven forum designed for the caliber of professional who shapes the profession's direction.

"A cross-disciplinary forum for the profession's most consequential conversations, held in New York, the natural center of global private wealth."

The Global Estate Planning Summit brings together approximately 150 leading estate planning attorneys, private bankers, fiduciaries, trust officers, and family office professionals for substantive, dialogue-driven engagement with the issues defining the profession's next decade.

Every element of the format (the program structure, the speaker selection, and the partnership model) is designed to reflect the caliber of the people in the room. This is not a general-admission event. Attendance is by invitation and application only.

The long-term vision is to establish this summit as the defining professional forum for global estate planning, rooted in New York: the city where international finance, global legal practice, private wealth advisory, and fiduciary services converge.

150 Senior Professionals
1 Day Intensive Forum
4 Program Sessions
Program Overview

Four sessions.
The profession's
defining issues.

Theme: Global Wealth, Technology, and the Future of Estate Planning

The program is structured around the four forces reshaping private client practice: the great wealth transfer, cross-border complexity, technological transformation, and fiduciary risk.

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I
Session One

The Great Global Wealth Transfer

The unprecedented generational transition and its implications for advisors, families, and institutions. Examining the scale, the timeline, and the structural changes it demands from every practitioner in the room.

II
Session Two

Cross-Border Families and International Estate Planning

Strategies for multi-jurisdiction estates, international families, and global asset structures. Multi-jurisdiction estate planning has moved from specialty to standard practice.

III
Session Three

Technology, AI, and the Transformation of Estate Planning

How artificial intelligence, digital assets, and new tools are transforming legal practice and what practitioners must understand to lead. The session where the profession confronts its most urgent strategic question.

IV
Session Four

Fiduciary Complexity and Risk in Estate Administration

Emerging challenges, regulatory developments, and rising responsibilities facing fiduciaries and advisors. The landscape of fiduciary risk is changing, and this session addresses it directly.

Proposed Agenda

One day. New York.
September 2026.

7:00 – 8:00 AMRegistration & Welcome Coffee
8:00 – 8:10 AMOpening Remarks by the Summit Founder
8:10 – 8:35 AMOpening Keynote: The Future of Estate Planning in a Globalized World Keynote
8:35 – 9:50 AMSession I: The Great Global Wealth Transfer Session
9:50 – 10:20 AMPartner Spotlight: Curated insights from Founding Partners
10:20 – 10:50 AMPartner Salon Exchange: Attendees visit Founding Partner lounges
10:50 – 12:05 PMSession II: Cross-Border Families and International Estate Planning Session
12:05 – 1:05 PMNetworking Lunch
1:05 – 2:20 PMSession III: Technology, AI, and the Transformation of Estate Planning Session
2:20 – 2:50 PMNetworking Break
2:50 – 4:05 PMSession IV: Fiduciary Complexity and Risk in Estate Administration Session
4:05 – 4:25 PMGlobal Perspectives Dialogue: Estate Planning Across Borders
4:25 – 4:50 PMThe Legacy Conversation: Wealth, Leadership, and Stewardship
4:50 – 6:00 PMClosing Reception: Cocktail Networking Reception
Who Attends

Curated. Senior.
Invitation only.

The summit is intentionally limited to 120–180 senior professionals. This is not a general-admission conference. Every participant is a practitioner or institutional professional at the senior level.

  • ⚖
    Estate Planning AttorneysDomestic and international practitioners at the senior level.
  • 🏛
    Private Bank Wealth AdvisorsPrivate bank wealth advisors and private client teams from leading institutions.
  • 📋
    Trust Officers & Institutional FiduciariesSenior fiduciaries managing complex trust and estate structures.
  • 🏢
    Family Office ProfessionalsFamily office and multi-family office professionals serving ultra-high-net-worth clients.
  • 🌐
    International PractitionersLeading professionals from major global wealth centers around the world.
Senior professionals in discussion

Why This MattersNew York sits at the intersection of international finance, global legal practice, private wealth advisory, and fiduciary services. The leading firms, the world's major private banks, and the most sophisticated family offices are here.

The long-term vision: to establish this as the defining annual forum for global estate planning.

Speaking Roles

Voices that shape
the profession's direction

The summit's program is built around practitioners who bring direct, credible experience to the issues on the agenda. Each session calls for a voice that is authoritative, practice-grounded, and genuinely forward-looking. Speaking roles are extended by invitation and are integral to the program structure.

Featured Speaking Role

Session III: Technology, AI, and the Transformation of Estate Planning

The session where the profession confronts its most urgent strategic question. This role calls for a senior practitioner whose work gives them a direct and credible stake in how technology and artificial intelligence are reshaping the delivery of complex legal services.

Session I

The Great Global Wealth Transfer

A senior practitioner or institutional professional who can speak with authority on the scale and implications of the generational transition underway, addressing both the advisory and the structural challenges it presents.

Session II

Cross-Border Families and International Estate Planning

A practitioner with direct experience in multi-jurisdiction estate planning, international asset structures, and the evolving complexity of advising families whose lives and wealth span multiple countries and legal systems.

Session IV

Fiduciary Complexity and Risk in Estate Administration

A senior fiduciary or trust and estates practitioner who can address the emerging regulatory landscape, evolving responsibilities, and the rising complexity of estate administration at the institutional level.

The Standard for All Sessions

Every speaking role at the summit is filled by practitioners who bring firsthand experience to the issues under discussion. The program does not feature commentary from the sidelines. It features insight from within the work.

Speaking invitations are extended directly and are subject to the program committee's review. If you believe your practice and perspective are well suited to one of the sessions, we welcome your expression of interest through the contact form below.

"Every element of the program is designed to reflect the caliber of the people in the room. Speaking roles are reserved for practitioners with a direct and credible stake in the questions being discussed."
Why New York

The world's center of global
private wealth and legal practice

⚖️

Global Legal Practice

Home to the leading international law firms serving private clients across every major jurisdiction. The depth of specialized talent is unmatched anywhere in the world.

🏦

World's Major Private Banks

The world's most significant private banking institutions maintain their primary presence here. Access to decision-makers in private wealth management is unparalleled.

🏛️

Sophisticated Family Offices

The most complex and consequential family office structures are managed from New York. Ultra-high-net-worth families from every continent have institutional presences here.

📅

An Annual Institution

The long-term vision is to establish this summit as the defining professional forum for global estate planning, rooted in New York: the natural center of global private wealth.

Institutional Participation

This is not a sponsorship opportunity.
It is an opportunity for
institutional leadership.

Founding Partners are not sponsors in the conventional sense. They are institutional participants: firms whose presence shapes what the forum is.

Supporting Partner

Supporting

Entry-level institutional presence

  • Shared lounge environment
  • Partner materials kit
  • Logo exposure across materials
  • Complimentary delegate passes
Enquire
Summit Partner

Summit

Active presence in program

  • Dedicated lounge environment
  • Partner materials kit
  • 2-minute Spotlight Presentation
  • Premium delegate passes
  • Enhanced brand exposure
Enquire
Founding Partner · Premium

Founding

Institutional voice in the forum

  • Premium curated lounge
  • 3–5 minute Spotlight Presentation
  • Partner materials kit
  • Main stage logo placement
  • Speaking role in program
  • Private Cocktail Reception
  • Advisory Council seat (available)
Enquire
Advisory Council

Practitioners Advisory Council

A Practitioners Advisory Council is being established to shape the summit's program and connect it to the broader professional community. A seat ensures the forum reflects the perspective of a leading global private client practice, and positions the firm as an institutional voice in a conversation shaping the profession's direction.

September 2026 · New York

Reserve your place at
the defining forum.

Attendance is by invitation and application only. Places are strictly limited to 150 senior professionals.

Request an Invitation → Explore Partnership
Giving Back

Profits donated to
Médecins Sans Frontières

The Global Estate Planning Summit is committed to doing more than advancing the profession. All net profits from the summit are donated in full to Médecins Sans Frontières (Doctors Without Borders), the international humanitarian organization providing independent medical relief to people affected by conflict, disease, and disaster around the world.

We believe that the privilege of gathering at the highest levels of private wealth practice carries with it a responsibility to contribute to the broader good. By attending, speaking, or partnering with this forum, every participant becomes part of that commitment.

Our Commitment

"Every ticket purchased, every partnership formed, and every seat filled translates directly into humanitarian medical care for those who need it most."

Learn About MSF →
+
Médecins Sans Frontières
Doctors Without Borders
Who They Are

An independent international medical humanitarian organization that delivers emergency medical care to people caught in crisis, regardless of race, religion, or political affiliation.

Where They Work

Active in over 70 countries, MSF provides surgical care, treats infectious diseases, responds to epidemics, and delivers mental health support in the world's most underserved settings.

Our Donation

All net profits from the Global Estate Planning Summit New York are donated in full to MSF. No portion is retained. Every surplus dollar goes directly to the field.

Enquiries

Request an
Invitation

Whether you are enquiring about attendance, a speaking role, or a partnership opportunity, we welcome your enquiry. All attendance is by application and subject to review.

All applications are reviewed. This is a curated, invitation-only event. Submitting this form does not guarantee attendance.

New York City skyline

General Enquiries For attendance applications, partnership enquiries, and speaking invitations.

Event Date September 2026 · New York City

Attendance Strictly limited to 150 senior professionals. Curated and invitation-based.