A Conversation Shaping the Future
As trillions of dollars change hands, the Great Wealth Transfer is creating ripple effects that extend far beyond financial planning alone. Join this discussion with respected thought leaders as we unpack new data and real-world perspectives on how families experience wealth transfer in practice. From emotional decision-making to overlooked moments of vulnerability, this session will highlight what's emerging now and what it means for advisors, employers, and institutions supporting families through change.
In this webinar, we’ll explore:
-
New data from Empathy's upcoming research report
-
The emotional drivers behind key financial choices and outcomes
-
Overlooked moments of vulnerability across the transfer journey
-
Practical implications for advisors, employers, and institutions supporting families through change
This is a chance to step back from the headlines and engage with the realities shaping trust, outcomes, and long-term relationships.
Access the recording
Get a link to watch the webinar on-demand, right to your inbox
A Conversation With:
Silvia Gianni
Silvia Gianni brings more than 15 years of experience in financial services in London and New York, including leadership roles at Morgan Stanley and Citigroup. Her background spans capital markets, structured investments, and wealth management, advising institutional and private clients across global markets. Earlier in her career, Silvia co-founded an award-winning, nationally distributed CPG brand, helping build and scale the business through national distribution. Her experience across global finance, entrepreneurship, and fintech brings a commercially grounded perspective on how client trust and loyalty drive long-term value creation.
Andres Mazabel
Andres Mazabel is a seasoned go-to-market and advisor strategy leader with deep experience helping financial professionals integrate estate planning into client conversations and grow their practices. Most recently, he served as General Manager, Advisors at Trust & Will, where he led advisor engagement and supported thousands of advisors in making estate planning more accessible and actionable for their clients. Across more than a decade in financial services and advisor support, Andres has focused on simplifying complex planning topics and empowering advisors with practical tools and data-driven insights. He joins us at Empathy to bring that real-world perspective to the Great Wealth Transfer conversation.