Faculty
Photo: Max Touhey
Content & Curriculum Board Chair The UHNW Institute Owner Family Wealth Consulting
Managing Director First Republic Investment Management, Inc
National Director Family Enterprise Risk Practice Alliant Private Client
Managing Director Akoya Capital
Chief Wealth Strategist Boston Private, an SVB Company
President Synergy Partners
Head of Family and Individual Services Arabella Advisors
Managing Director Schwab Advisor Family Office
President Watermark Philanthropy Counsel
Editor-in-Chief The International Family Offices Journal
Family Business Adviser & Podcast Host The Family Business Partnership
Founding Principal Relative Solutions
Co-Founder Touchpoint Growth Strategies
Senior Research Fellow Banyan Global
Co-Founder & CFO Graddha LLC
Co-Founder & CEO Graddha LLC
Principal and Chief Wealth Strategist Gresham Partners LLC
Founder Illumination360
CEO Teresa Leigh Household Risk Management
Partner & Managing Member Matter Family Office
Founder and President Mack International
Director of Strategic Partnerships and Business Development The Policy and Taxation Group
Family Business Consultant and Teacher MFBC Limited
Chairman & CEO Northwood Family Office
Managing Director Eisner Advisory Group, LLC
CEO O'Connor Professional Group
Founder and Legacy Consultant Legacy Capitals
CEO & Founder Aston Pearl
Chairman & General Partner Medical Excellence Capital, LLC
CEO and Founder Circulus Group and Director of The Inheritance Project
Founder and President Renkert Thomas Consulting
Managing Director and Head of Governance and Education Tiedemann Advisors
Founder Private Medical
Founder and Medical Director Black Bag
Psychologist, Professor, Author &Executive Coach Money, Mind & Meaning
Owner Thompson Art Advisory
Head of Growth & Strategy Brown Advisory
Director of Family Business Advisory Service KPMG
Principal Ron Varney Fine Art Advisors
Senior Strategic Advisor T.Volk & Company
COO Strategic Philanthropy Ltd.
Founder & President Croland Consulting
* Domain Chair
Group Editor WealthBriefing.com and ClearView Financial Media
Independent Consultant Chair The UHNW Institute
Managing Director GTFO Capital Partners Managing Editor The UHNW Institute
Co-Founder and Partner WISE GatewayDirector of ResearchThe UHNW Institute
US Correspondent Family Wealth Report