The Future Proof Festival in Huntington Beach has quickly become the gathering place for wealth management leaders who want to think differently about the future of advice. The atmosphere is laid-back, with attendees in sandals and sunglasses. But behind the relaxed vibe was serious business, and the conversations reflected the pace of change across technology, demographics, and client expectations. Here are the key themes that stood out, and how they align with the work we are doing at interVal.
AI Moves From Buzzword to Everyday Work
Artificial intelligence is no longer just a panel topic, it’s becoming a daily tool. Firms are piloting AI to draft financial plans, surface compliance gaps, and accelerate meeting prep. At interVal, we’ve taken the same approach: AI is only valuable when it simplifies the advisor’s workflow and elevates the client conversation. interVal features like automated valuation insights and opportunities were built with this exact principle in mind. We give advisors a running start, so they can focus more on relationships and less on paperwork.
The Growth Flywheel: Capital, Talent, and Technology
Advisory firms are looking at growth as a flywheel — capital, talent, and technology working in unison. For interVal, this is where we deliver immediate impact. Our platform helps firms scale intelligently by equipping advisors with automated insights they can share with clients, without needing to expand headcount at the same pace. That efficiency not only attracts new business, but also retains talent by reducing manual workload and empowering advisors to do more of what they do best: advising.
And this year, we heard a strong consensus from strategic leaders: business owners are the new growth mechanism for wealth firms. Their companies are often their largest assets, their primary source of income, and their legacy. Serving them well requires tools that go beyond traditional portfolio analysis. interVal equips advisors to meet that need head-on.
Margin Compression and the Role of Technology
A recurring theme for RIAs at Future Proof was margin compression. Advisors are being asked to do more just to maintain the same fee structure, which is holding steady or in some cases compressing slightly. This reality means that firms must deliver more value as table stakes. Technology is critical in preserving margins. At interVal, we deliver that advantage by automating valuation analysis and surfacing insights that would otherwise take hours of manual work. Advisors can provide clients with premium, family-office-level insights without driving up internal costs.
Investment Delivery 2030
What does the next five years of investment delivery look like? Seamless, modern, and client-driven. Future Proof discussions centered on reengineering the way advice, asset management, and client service integrate. This is where interVal plays a unique role, providing a shared space for business owners and advisors to view the same intelligence, in real time. No static reports, no opaque spreadsheets. Just actionable insights that meet clients where they are.
Serving the 100-Year Investor
With lifespans stretching and wealth increasingly spanning multiple generations, firms are adapting to serve clients who think beyond their own lifetime. For business owners, this long-term perspective is critical. Their company is often their largest asset, their family legacy, and their succession plan. interVal helps advisors bring clarity to that conversation today, while preparing strategies for tomorrow. It’s about helping clients see not just what their business is worth now, but how that value supports the next chapter, whether that’s retirement, succession, or transfer of wealth.
Scaling Family Office Services Beyond the Ultra-Wealthy
Traditionally, only ultra-high-net-worth clients had access to detailed valuations, advanced estate planning, and forward-looking financial intelligence. The Future Proof conversations showed how firms are now democratizing those services, making them accessible to more clients, including entrepreneurs and SMB owners. interVal is proud to be part of that movement. By automating complex valuation analysis and packaging it into simple, shareable insights, we enable advisors to deliver family-office-level value at scale.
The takeaways from Future Proof 2025 reinforce a truth we’ve built interVal around: the future of wealth management is collaborative, technology-enabled, and client-first. Business owners are at the center of this shift, they are the growth engine that will define the next decade of advice. AI, multi-generational planning, and scalable family-office services are not distant goals — they’re here today, and interVal is making them possible.
Advisors and institutions who embrace this shift will be the ones who thrive in the next decade of wealth management. At interVal, we’re excited to help lead that change.