An inside look at our upcoming conference in partnership with Family Wealth Report

We’re looking forward to seeing you next week at our upcoming Inaugural UNHNW Institute Conference that we’re hosting in collaboration with Family Wealth Report.

Scheduled for the mornings of June 8th and 9th, attendees have a chance to tap into actionable strategies from a series of expert panels. Here’s an inside look at what our host and moderators have planned: UHNW Institute Conference 2021 Speaker Video

If you haven’t yet registered, you can do so here: Register for the Inaugural Annual UHNWI Conference (profundcom.net)

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