The Future of Wealth Management is a Team of AI Agents - Seungwoo Son | Imagine AI Live - E126

Imagine AI Podcast

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