October 2026
Cerulli Institutional Conference 2026
Hosted by Cerulli Associates
The flagship event for wealth management research. The 2026 program includes dedicated panels on the $124 trillion transfer.
Events
Events Heritance follows.
Industry events, panels, and conferences where the great wealth transfer and heir engagement are being actively discussed.
Industry Events
We follow the conversation.
Heritance is built from the questions real advisors and firms are already asking. These events are where the industry is working through them — and where you'll most likely find our team in person.
If you're planning to attend any of the events below and would like to grab 20 minutes with us, email events@tryheritance.com. We're usually around.
2026 Calendar
Four events to have on your calendar.
May 2026
WealthStack 2026
Hosted by InformationMarkets
Wealth management's largest technology conference. Heir retention and next-generation engagement are headline themes.
September 2026
UBS Family Office Summit 2026
Hosted by UBS
Leading family office research and practitioner convening. Multi-generational wealth transfer is a central focus every year.
Rolling dates
Natixis Investor Insights Roundtable
Hosted by Natixis IM
Natixis's roundtable series with senior financial professionals. 2026 sessions focus on heir retention and advisor preparedness.
Where We're Headed
We attend. We listen. We learn.
Heritance team members are regularly at the events where the great wealth transfer is being discussed. Stop by and say hello.
Heritance-Hosted
Our first events launch 2027.
Heritance-hosted events coming soon.
Our first firm-facing events begin 2027 — intimate roundtables, practitioner conversations, and playbook sessions with the firms on the Heritance platform. Subscribe below to be notified first.
Coming Soon
Heritance events begin 2027.
Our first firm-facing events launch next year.
Meet us at an event — or on a demo call.
Email events@tryheritance.com if you're attending one of the events above, or book a demo below to meet us directly.