WilmerHale is participating in the 2026 DeVoe & Company M&A + Succession Summit, taking place September 23–25 in Huntington Beach, California. The summit is the RIA industry's premier event focused on mergers and acquisitions, succession planning, and the future of wealth management. The conference brings together industry leaders to discuss market trends, transaction activity, and the opportunities and challenges shaping the next generation of RIA growth and ownership transitions.

Bill Caporizzo, Stephanie Evans, Tim Silva, and Ben Kelsey will attend the summit, which features one-on-one meetings with participating RIA firms. Stephanie will also speak on a panel exploring how thoughtful legal planning can protect value, align expectations, and position both buyers and sellers for long-term success. The panel will examine how a well-structured legal agreement can make the difference between a smooth closing and a challenging transaction, while offering practical insights on deal structure, negotiating key terms, managing legal risk, and navigating regulatory considerations.