Welcome to The Institute: Paul Edelman from Edelman & Associates

Please join us in welcoming the newest faculty member at The UHNW Institute: Paul Edelman, PhD, PCC, professional certified coach, educator, and facilitator at Edelman & Associates! With more than 25 years of experience helping family office and foundation leaders, family members and advisors be more effective in reaching their goals, we are excited for our members to gain immense value from his unique expertise, specifically by acquiring a deeper understanding of how to navigate the unique landscape ultra-high-net-worth families inhabit. Learn more about Paul’s experience and expertise below.

Paul Edelman, PhD, PCC

Professional Certified Coach, Educator and Facilitator

Edelman & Associates

View LinkedIn Here and Bio Here

 

As always, if you are interested in becoming a member of The UHNW Institute, please do not hesitate to contact us.

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