Dramatic changes in the industry are occurring at a rapid pace as the clients we serve are evolving in unprecedented ways. Compared to even ten years ago, wealthy families are increasingly more diverse, global, nontraditional in leadership and governance, expansive in social impact, wider in generational spread, and buffeted by political polarization. With those shifts come changes in how generations operate, communicate, and relate to each other and to the family offices, firms, and providers who serve them. Their voices will be heard very differently than the client who may have established the initial relationship with the firm. As a result, to help their clients in optimal ways, advisors and family offices must respond with proactive, positive, integrated services.
The UHNW 2022 Institute Symposium: A Roadmap to 2030 – Serving the 100-Year Multigenerational Family, which took place on Wednesday, November 2, 2022, focused on these changes by having industry thought leaders and trailblazers come together to offer invaluable insights on how advisors and family offices can better understand and respond to the rapidly evolving client family.
Institute members can watch the replay of any of the following sessions from The UHNW Institute 2022 Symposium by clicking on the links below:
Introduction to the 10 Domains
Client Complexity Accelerated: Family Trends Affecting the Multi-Generational Family
MODERATOR:
- Jim Grubman, Owner, Family Wealth Consulting
PANELISTS:
- Stacy Allred, Senior Managing Director, First Republic Investment Management
- Angelique LeDoux, Managing Director, GTFO Capital Partners
- Kathy Lintz, Partner & Managing Member, Matter Family Office,
- Laurent Roux, Principal, Willow Street Group
Importance of EQ in the Family-Advisor Relationship
SPEAKER:
- Rick Stevenson, Author, Speaker and Filmmaker, The 5000 Days Project
Provider Complexity Accelerated: Innovative Approaches to Support the Evolving Family
MODERATOR:
- Wally Head, Founder & Principal, Personal Fiduciary Advisors
PANELISTS:
- Katherine Dunlevie, President & CEO, The Family Office at Synovus Advisory & Board Member, The UHNW Institute
- Jim Grubman, Owner, Family Wealth Consulting
- Drew McMorrow, President & CEO, Ballentine Partners
- Dune Thorne, Head of Growth & Strategy, Brown Advisory
Talent in 2030: The Core Challenge
MODERATOR:
- Jamie McLaughlin, CEO, J.H. McLaughlin & Co. and Co-Founder & Board Member, The UHNW Institute
PANELISTS:
- Linda Mack, Founder & President, Mack International
- Milton Pedraza, CEO, The Luxury Institute
- David Weller, Senior Partner, Leadership Alliance
If you are interested in learning more about this event or joining The Institute, please do not hesitate to contact us.
