Welcoming New UHNW Institute Team Member: Kristen Oliveri
The UHNW Institute is proud to welcome Kristen Oliveri to our team. She will lead the delivery of a new offering for Single Family Offices being launched by the Institute in May 2025. The offering will include customized content, programs and events, community building and training for SFOs, SFO Executives and their professionals.
Kristen will also serve as Co-Chair of the SFO Executive Advisory Board, partnering with Bill Wyman, CEO at Summitas.
Kristen comes to us with decades of experience working with SFOs and has built her career around the family office community- connecting people, designing programs, and supporting leadership across generations. With experience in financial journalism, event development and relationship management, she offers a broad view of the industry and a strong understanding of how family offices operate. Kristen’s experience in leadership, philanthropy and family engagement will add meaningful depth to the Institute’s efforts. We’re excited to have her contributions supporting us and the broader UHNW community.
Kristen Oliveri
Wealth and Family Office Expert
