Longevity, Aging & Incapacity: Cutting-Edge Approaches to Managing Modern Risks

Be careful what you wish for—increasing longevity is bringing a host of unanticipated risks. Affluent families may now have active members spanning seventy years (ages 20 to 90), upending traditional succession and spending plans. Of greater concern is the risk of senior clients developing dementia, imperiling the wealth management relationship. Dr. James Grubman, a family wealth consultant with neuropsychological and estate planning expertise, will lead an in-depth interactive session on identifying longevity risks, symptoms, and solutions for wealth advisory practices.