Global wealth declined 4% last year, the first drop since 2008, according to a Boston Consulting Group study.
The proprietary model can read and restate documents and hold both short- and long-term memories of previous client actions.
Experts in how the program works share their ideas on how to modernize the safety net and make it sustainable.
Prince Harry's decision to live in the United States sheds light on some of the pain points of creating an estate plan with international heirs.