Highlights from the Inaugural UHNW Institute Conference

Previously published by Family Wealth Report on June 16, 2021.

Some of the most pressing issues that face family offices, their members, and the advisors working with them, were put under the microscope in a two-day conference held by the UHNW Institute last week. This is a summary of the main discussions, with video clips alongside.

North American family office figures – including family members involved directly with these institutions – held in-depth discussions on the challenges facing them and their client families at the recent UHNW Institute two-day conference. 

Below is the link to a video of the edited highlights of the discussions and presentations.

https://youtu.be/tx4zL-94kYo

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