Wealth 3.0 Lawyering – How to be an Integrated Attorney

Session Description:

Join The UHNW Institute on Thursday, July 18 at 4pm ET for our next Roundtable, now open to non-member industry attorneys and other professionals at a small fee. Register Now!

This Roundtable will address how, despite some of their unique challenges, attorneys can become integrated members of a broader advisory team, collaborating to serve family offices and other ultra-high net worth families as clients. The panel discussion will seek to: (1) help non-lawyers understand the ethical and other rules that can make collaboration potentially more challenging for attorneys, (2) explain the basic structural steps that can be taken in client engagements to facilitate joint and concurrent representations and appropriate information-sharing while addressing potential conflicts, and (3) offer suggestions for how to elegantly handle situations with the family when actual conflicts emerge.

Attendee Take-Aways:

Those in attendance should expect to gain an understanding of:

The new Wealth 3.0 paradigm and why some attorneys are questioning how they can fit into the model.
The simple steps that attorneys can take to structure client engagements and document representation and communication expectations in their client engagement letters.
Which situations there will be actual conflicts and how to handle those conflicts while continuing to serve the clients in a team setting.

Moderator and Speakers:

Moderator