Artwork
iconShare
 
Manage episode 493530757 series 3660840
Content provided by Chris Madden. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chris Madden or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this episode of the Imagine AI Live Podcast, host Chris Madden sits down with Seungwoo Son, VP of Applied AI at Wealth.com, to explore how estate planning is being completely reimagined through artificial intelligence. Seungwoo shares the fascinating story behind Wealth.com’s AI copilot, Esther, designed to parse complex, decades-old estate documents, visualize key data, and support financial advisors with compliance and accuracy at its core. We also talk about the upcoming “Great Wealth Transfer,” where $84 trillion in assets will shift generations—and how technology must rise to the challenge. If you want to understand how deep domain expertise and interdisciplinary collaboration are the true fuel for AI innovation, this one’s a must-watch. (0:00) Welcome and Introduction (0:30) Seungwoo’s Global Background & Career Path (1:35) What Seungwoo Did at Microsoft (2:21) What Is Wealth.com? (2:50) From Document Generation to Ultra-High Net Worth Use Cases (4:19) The Great Wealth Transfer: Why Estate Planning Matters Now (5:42) How Wealth.com Uses AI to Understand Legal Documents (7:47) Human-in-the-Loop: Ensuring Accuracy with Legal Experts (10:14) Visualizing Complex Estate Plans with AI (10:54) Future Vision: Interconnected Expert AI Agents (11:32) Why Imagine AI Live Is Different
  continue reading

129 episodes