Intent Clinical: A Symposium of Legal, Financial, Family Office and Clinical Experts

Institute Enterprise Member, Intent Clinical, will host a symposium on November 5th in Chicago, bringing together industry experts to discuss strategies for supporting families through crises. Panelists include UHNW Institute members Dr. Zachary Faas, Sam van Kalkeren (Intent Clinical), and Anna Nichols (Altair Advisors). Topics will cover aging, mental health and wealth preservation challenges.

Event Highlights:

Date: November 5, 2024
Time: 8:15 am – 12:30 pm CST
Location: Dentons’ Chicago Office

Their symposium will focus on addressing critical challenges in family well-being and wealth preservation, emphasizing how to remain a trusted and effective confidant when families need support the most.

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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