United States: Wealth Management

LEA Technologies deploys autonomous document and data agents that help registered investment advisers eliminate clerical work and deliver clean, structured data into their core systems. The company's solution integrates directly into existing enterprise platforms, enabling firms to automate investment proposals, client onboarding, and financial planning while achieving unprecedented operational scale.

A highly ranked five-star basketball recruit navigates the complex transition from college NIL athlete to top-10 NBA draft pick, facing critical financial decisions involving multi-million-dollar contracts, family support structures, and potentially risky financial arrangements. With structured advisory support, he learns to evaluate opportunities, understand tax implications, and establish foundational financial practices that will shape his professional career.

McDermott Will & Schulte’s Family Office Symposium 2026 brought together more than 425 single-family office executives and industry leaders for insightful conversations, shared perspectives, and meaningful connections.