Family Wealth Report Shines Spotlight on The UHNW Institute 2023 Symposium

For the third annual 2023 UHNW Institute Symposium, Family Wealth Report recently interviewed Katherine Dunlevie, president and chief executive of The Family Office at Synovus and chair of The UHNW Institute’s Integrated Wealth Management (IWM) Initiative Committee, along with Wally Head, founder and principal of Personal Fiduciary Advisors and a director of The UHNW Institute. This article shines a spotlight on this event, which was held in New York City on November 14, and its key initiative, Integrated Wealth Management (IWM).

The specific questions addressed by Dunlevie and Head in this article include:

• What is the Institute’s Integrated Wealth Management (IWM) initiative? What is it designed to accomplish?
• What will be featured at this year’s Symposium?
• The Institute recently held a Collegium that addressed some aspects of the IWM Initiative. What was discussed at the recent Collegium and how will these conversations inform the IWM initiative?

Gain insights into the questions above and discover everything you need to know about the 2023 Symposium by reading the entire Family Wealth Report article here. If you are interested in becoming a member of The UHNW Institute, please do not hesitate to contact us.