December Webinar Replay: Serving the Whole Client: Holistic Advisory of Modern Families

Our final webinar of 2024, Serving the Whole Client: A Conversation on Holistic Advisory of Modern Families, part of our Building Advisory Skills with Nontraditional Clients and their Families series, is now available for replay in the Resource Library.

With $84.4 trillion expected to pass from the Silent Generation and Baby Boomers to younger generations over the next two decades, advisors have an important opportunity to support more diverse family structures. This webinar explored how advisors can better support modern families—including LGBTQ households, multicultural families and women-led wealth—by building trust and offering guidance that aligns with their long-term goals.

Key topics covered in the webinar include:

• Recognizing the diversity within modern families and how their needs may differ from traditional family structures.
• Incorporating inclusive language and approaches to better connect with clients.
• Reviewing real-world case studies to understand how advisors can better support nontraditional families across all domains of wealth.

To access the full replay, accessible to UHNW Institute members, visit our Resource Library here or the event’s dedicated member portal page here.

We appreciate our speakers for sharing their time and expertise:

Tim Volk, Owner, T. Volk & Co.

 

Joseph Brooks, Managing Director, Arabella Advisors

 

Nicole Perkins, Partner and Director of Client Experience, Gresham Partners, LLC

 

Scott E. Squillace, Principal and Founder, Squillace & Associates, P.C.

 

Not yet a member? Find more information about joining the Institute here.