Estate Planning Trends & Technology 2022

We recently hosted a live fireside chat with Celent in discussion with well-known and experienced industry professionals about technology, tips, and the latest trends related to Estate Planning and Wealth Management in 2022 and beyond. Request a recording of the webinar below. 


Hosted By:


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Logistics Overview


During this hour-long live conversation, you can expect to learn from our panelists on the following:

Meet The Panelists

Kristian Borghesan - CMO at FutureVault

Kristian Borghesan

Vice President, Marketing (Co-Host)
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Jean Sullivan - Head of Wealth Management at Celent

Jean Sullivan

Head of Wealth Management (Co-Host)
Doug Robinson - Aligned Capital Partners

Doug Robinson, B.A., CFP®

CEO, Veritable Wealth Advisory
Diana Oddi - Mandeville

Diana N. Oddi

Director, Marketing and Practice Management, Mandeville
Bill LaCasse - SRG Financial

Bill LaCasse, ChFC®, RFC®

Owner, SRG Financial Advisors
Collaborate Securely with Trusted Advisors


Industry Leading Digital Vault Solutions

FutureVault is an industry-leading provider of secure document exchange and Digital Vault solutions purposely built for financial services organizations to help front, middle, and back-office teams scale, improve compliance and extend significant value to end clients and members.

In 2020, Celent ranked FutureVault as a top Digital Estate Planning and WealthTech provider for its unique and patented technology enabling firms and advisors to streamline the collection and management of information through secure document exchange solutions. 

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Celent and FutureVault
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Leading Research and Advisory Firm

Celent, an Oliver Wyman company, is the leading research and advisory firm focused on technology for financial institutions globally.

For over 20 years, Celent has helped senior executives make confident decisions around their technology strategies to execute at scale.

As the financial services industry rapidly evolves, there is more complexity, with new regulations, startups, technologies, and applications to stay on top of and prioritize. Celent helps you connect this ever-changing puzzle by offering objective advice and clarity, backed by a database of thousands of solutions and award-winning global best practice use cases.

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