Most private client sessions look at what we advise on; this panel looks at how we do it. Practitioners from different jurisdictions and types of firms will share candid, practical views on the realities of running a private client practice today. They will cover identifying who the client is when advising a whole family, pricing advice that spans generations, managing conflicts, compliance and reputational risk, and working alongside banks, family offices and trustees while keeping our independence. They will also discuss recruiting, training and retaining the next generation of practitioners, and how to use technology and AI safely with confidential family information.