Quarterly Newsletter: Volume 1, January 2023

In the inaugural issue of the Quarterly Newsletter, you will find a Letter from the Chairman of the Board, Steve Prostano, information about the Online Membership Portal Launch, upcoming events, content and more.

Read the Newsletter

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Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry