The UHNW Institute Masterclass: Power Dynamics

Wednesday, June 28 from 5 – 6:30 p.m. ET

As part of The UHNW Institute Masterclass series, the Institute is pleased to present its upcoming masterclass on Power Dynamics. Using examples from the Emmy-winning show, Succession, we’ll explore the often-invisible influences that shape how people interact, communicate and participate with one another.

This masterclass will help advisors:

The event and discussion are available to referred non-members for a fee of $129 and free for UHNW Institute members and emerging leaders within member firms. You can register by clicking here. If you are interested in learning more about joining The Institute, please do not hesitate to contact us.

 

Meet the Speakers

Host/Moderator:
Dennis Jaffe, Senior Research Fellow, Banyan Global
View LinkedIn Here and Bio Here

Facilitators: 
Betsy Erickson, Head of Family & Individual Services, Arabella Advisors
View LinkedIn Here and Bio Here

Rebecca Meyer, Partner, Relative Solutions, LLC
View LinkedIn Here and Bio Here

David Werdiger, Principal Consultant, Nathanson Pearson
View LinkedIn Here and Bio Here

 

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