The Evolution of UHNW Wealth Management:

At the Crossroads of Collaboration, Integration and Transformation

November 13-14, 2024 | 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.

Interested in attending the 2024 Symposium? Join the UHNW Institute to gain access to this event and more!

Key Takeaways from the 2023 Symposium

“We must continue to evolve and think about the drivers for our clients to ensure we're adding value, 2 - we have an amazing network of professionals from whom we can gain the insights we need to deliver superior results, and 3 - the UHNW Institute is an amazing organization.”
“Wealth 3.0 is not only here to stay, but it is getting supercharged and the UHNW Institute is best poised to bring these best practices to the industry.”
“Integrated Wealth Management isn’t for everyone - and that isn’t a bad thing.”
“I came away with lots of ideas I can implement in my practice.”
“Achieving a fully integrated culture takes time, patience and likeminded leaders.”
“Integration is vital. Institutional change needs to come from leadership. Diversity and equity helps everyone.”
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Symposium Venue

The UHNW Symposium is an
in-person and virtual event that will take place at UBS, 11 Madison Avenue, New York City, NY 10010.

2024 Symposium Educational Partners

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.