Redefining Wealth Management: Highlights from the UHNW Institute Symposium

The latest Family Wealth Report article captures the discussions and takeaways shared at the 4th Annual UHNW Institute Symposium. Through real-world case studies, practical tools and expert perspectives, the Symposium emphasized how firms can meet the unique needs of UHNW families through Integrated Wealth Management (IWM).

Key highlights from the article include:

• A Family Case Study: A 22-year journey illustrating how Integrated Wealth Management connects financial planning with family legacy goals.
• New Tools for Advisors: Resources like the Wealthesaurus™, Multiphasic Service Model and Advisory Business Models Grid to improve service approaches.
• Lessons from Healthcare: Strategies on teamwork and collaboration to strengthen client-focused practices.
• The Service Model of the Future: A framework for aligning services with the priorities of UHNW families.
• Financial drivers behind integrated wealth management: Breaking down the impact of integrated services on firm profitability and growth.

Read the full article for a high-level review of the Symposium.

Explore the updated landing page for photos and session trailers, as well as a link for members to access Symposium sessions within the Resource Library.