The UHNW Institute Featured in a Family Wealth Report Article
We are pleased to share that we were recently featured in Family Wealth Report in anticipation of the Fourth Annual UHNW Institute Symposium, The Future of Family Wealth Advising: Positioning Your Firm for Success. The article highlights the critical themes and topics that will be explored during the event, which focuses on the future of family wealth advice and the evolving trends shaping the ultra-high-net-worth (UHNW) space.
The 2024 Symposium will bring together leaders and experts from across the wealth management industry to address some of the most pressing challenges facing the UHNW industry today. Discussions will include practical applications of integrated wealth management solutions, how integration works in different business models, economic considerations of integration, as well as family needs and trends. These conversations will help shape the future of delivering Integrated Family Wealth Management.
Read the full Family Wealth Report article to gain insight into the themes that will be covered during the Symposium and to better understand how these trends are shaping the wealth management industry.
