Trusted Advisors Conference 2026
This exclusive event provides Lion Street Firms and their invited guest advisors with unparalleled access to industry experts focusing on advanced planning solutions and marketing intelligence essential for effectively serving the unique needs of high-net-worth individuals and businesses.
A distinguished lineup of speakers provided attendees with valuable insights on the evolving needs of high-net-worth clients and businesses.
The program centered on key themes shaping today’s advisory landscape, including wealth transfer and legacy planning, managing business owner and family dynamics, taxation of partnership interests, and innovative approaches to wealth preservation. Sessions also examined the growing intersection of AI and cybersecurity, as well as emerging longevity research and its impact on planning for aging.
The knowledge shared this year fueled the collaborative spirit of the event and equipped attendees with forward-looking guidance to strengthen their professional impact.