Welcome: New Domain Chair and New Advisory Board Member

The UHNW Institute is pleased to announce that Charlie Grace has stepped in as Domain Chair for the Financial and Investment Management Domain. Charlie, known for his expertise in working with ultra-high-net-worth families, family offices and family enterprises, brings a wealth of knowledge and a strategic perspective to our team. Charlie’s commitment to integrated financial services makes him a great fit to serve as domain chair. .

 

Charlie Grace

Managing Director – Family Enterprise Solutions

Cambridge Associates

LinkedIn and Bio

 

We’re also thrilled to welcome Natasha Pearl to our Advisory Board. Natasha is already a member of The UHNW Institute Faculty and is Co-Chair of our Family Office Initiative.  Natasha’s extensive background working with single family offices, family enterprises and private clients makes her an invaluable addition to the Advisory Board. Welcome Natasha!

 

Natasha Pearl

CEO and Founder

Aston • Pearl

LinkedIn and Bio

 

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