Editor’s Corner: A Defining Moment

New: The Editor’s Corner column will start appearing regularly here on the Institute web site. It will feature background and commentary about Institute activities and members, as well as interviews with thought leaders. Your feedback is welcome.

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