Meet the Educational Partners behind The Fourth Annual UHNW Institute Symposium

We’re looking forward to seeing members at The Fourth Annual UHNW Institute Symposium on November 13-14, 2024, in New York City. This year, we’ve received some incredible support from our Educational Partners:

Andersen, Brown Advisory, Family Wealth Report, KeyBank, Matter Family Office, Mayo Clinic, PKF O’Connor Davies, PwC, Strategic Philanthropy, UBS and Wealth Matters Consulting.

This event is all about helping firms succeed in The Future of Family Wealth Advising. We’ll be breaking down what it means to truly deliver Integrated Family Wealth Management (IFWM) and unveil our latest service delivery models and newly developed resources. Plus, there’ll be plenty of chances to connect with others in the industry.

Friday is the last day to register for in-person attendance: https://uhnwinstitutelibrary.org/event/the-uhnw-institute-2024-symposium-2/