The 2024 Symposium Report Is Now Available: The Future of Family Wealth Advising

The UHNW Institute’s 2024 Symposium Report—The Future of Family Wealth Advising: Positioning Your Firm for Success—is now available.

This report captures discussions from the Fourth Annual Symposium, where industry leaders examined Integrated Family Wealth Management (IFWM) and how firms structure and deliver services to meet the needs of UHNW families. Topics included service models, strategic partnerships, outsourcing, the changing priorities of families and advisors, and a toolkit of proprietary resources unveiled during the Symposium.

Whether you attended or are catching up, this report provides a full recap of the conversations and themes covered during the event.

Access the full report here.

Stay tuned as the Institute releases more educational content, tools and resources relating to Integrated Family Wealth Management throughout 2025.