WELCOME TO THE INSTITUTE: THREE NEW FACULTY MEMBERS
Please join us in welcoming three new faculty members to The UHNW Institute: Bryn Mars Monahan, Meredith Thomas Straight and Cindy L. Steeb. Drawing from a wealth of expertise in estate planning, investment management, and family dynamics, we are excited about the contributions of these industry specialists. They will play a vital role in The Institute’s education of members on the latest topics, insights and strategies for serving ultra-high-net-worth families amidst the industry’s ongoing advancements and transformations. Learn more about their experience and expertise below.
Bryn Mars Monahan, MBA
Family Enterprise Consultant Relative Solutions View LinkedIn Here and Bio Here
Meredith Thomas Straight
Consultant Renkert Thomas Consulting View LinkedIn Here and Bio Here
Cindy L. Steeb, JD, MBA
Senior Managing Director Clearstead View LinkedIn Here and Bio Here
As always, if you are interested in becoming a member of The UHNW Institute, please do not hesitate to contact us.
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