Virtual Roundtable Replay: Wealth 3.0 Lawyering – How to be an Integrated Attorney 

On July 18th, we conducted a virtual roundtable focused on helping attorneys become integral members of advisory teams serving ultra-high-net-worth families. Moderator Jim Grubman and speakers Thomas Handler, Kim Kamin and Domingo Such guided this informative session, offering participants valuable strategies for navigating the Wealth 3.0 landscape.

Attendees gained insights on:

• Adapting to the Wealth 3.0 paradigm and its impact on legal professionals.
• Developing effective frameworks for client engagements and communication.
• Addressing potential conflicts while fostering collaborative relationships.

This webinar replay is invaluable for attorneys and wealth management professionals aiming to enhance their roles on UHNW advisory teams.

The complete video recording is accessible to UHNW Institute members in our Resource Library here and on the event’s dedicated member portal page here.

 

If you’re not currently a member and would like to learn more about The Institute, please visit this link.

 

We extend our appreciation to our expert moderator and speakers:

Jim Grubman, Owner, Family Wealth Consulting

Thomas Handler, Partner, Handler Thayer, LLP

Kim Kamin, Principal & Chief Wealth Strategist, Gresham Partners LLC

Domingo Such, Partner and Firmwide Chair, Family Office Services Practice at Perkins Coie