The Evolution of UHNW Wealth Management:
At the Crossroads of Collaboration, Integration and Transformation
November 13-14, 2023 | New York City
Through one of the Institute’s key initiatives, Integrated Wealth Management (IWM), we’ll explore what the industry could look like when we unleash the power of collaboration and integration. Event sessions will examine the evolution of the wealth management industry, focusing on experiences from the past, trends and practice settings of the present, and imminent changes that will shape the future of wealth advising.
This event is for UHNW Institute Members only. If you are not a member, we invite you to visit our membership page.
Schedule of Events
5:30 – 8 p.m.
9:00 – 9:30 a.m.
Registration, Breakfast and Networking
9:30 – 9:55 a.m.
Welcome and Introduction
9:55 – 10:30 A.m.
An Inflection Point. The Evolution of UHNW Wealth Management: At the Crossroads of Collaboration, Integration, and Transformation
10:30 – 11:15 A.m.
Industry Trends: Client Demand and Practitioner Response
11:15 A.M. – 11:30 a.m.
11:30 A.M. – 12:30 P.M.
Integrated Wealth Management
12:30 – 12:45 P.M.
12:45 – 1:30 P.M.
Working Lunch – Beyond the Noise: Impacts of AI & Its Applicability to The Wealth Management Industry
1:30 – 1:40 P.M.
1:40 – 2:30 P.M.
Macro/Systemic & Strategic Considerations for Integrated Wealth Management
2:30 – 3:15 P.M.
Micro/Client Facing Requirements for IWM
3:15 – 4:00 P.M.
4:00 – 4:15 P.M.
4:15 – 5:00 P.M.
Breakout Group Synthesis and Takeaways
5:00 – 5:20 P.M.
5:30 – 6:30 P.M.
7 – 9 P.M.
Speakers and Panelists
Stephen Harris – Emcee
ClearView Financial Media
Joe CalabreseChief Operating Officer Wealth Management, KeyBank
Amy Hart ClyneChief Knowledge & Learning Officer at Pitcairn
President & CEO
The Family Office at Synovus
Head of Family and
Director, Head of Banking & Wealth
Management – Google Cloud
EY Americas Wealth and Asset Management AI Leader
Family Wealth Consulting
Founder & Principal
Personal Fiduciary Advisors, LLC
Senior Research Fellow
Chief Learning Officer
Johnson Financial Group
The UHNW Institute
Partner & Managing Member
Matter Family Office
Sean MarkertAccount Manager Quiantiphi
Chairman & CEO
Northwood Family Office
Founder and CEO
J. H. McLaughlin & Co., LLC
Director of Private Wealth
Wealth And Investment Management Industry Leader
David NovickManaging Director, Private Family Enterprises at PwC
Nicole PerkinsDirector of Client Experience & Development, Gresham
Chairman of Board
The UHNW Institute
Partner, US Family Office Leader
Family Office Solutions
Christopher ZanderPresident and CEO Evercore Wealth Management and Evercore Trust Company
WE Family Offices
About The UHNW Institute
As a nonprofit think tank and learning exchange,
The UHNW Institute is elevating the wealth management industry to a new standard so that families and their advisors can foster prosperous and meaningful relationships from one generation to the next. If you are interested in learning more about membership, please visit our membership page.