Our Team will deliver a broad-based curriculum, through a variety of mediums, including articles, white papers, webinars, podcasts and videos that will educate UHNW families and family offices on the wealth-management industry, through a careful examination of the business models available to them, as well as the key issues and trends affecting these models. Additionally, we will provide content and research on evolving trends and topics of interest and relevance to families and family offices, and we will be developing tools, such as a glossary of key industry terms and a due-diligence guide to support important decision-making.

Our Team also will participate in Family Wealth Report events and host events, including an annual by-invitation-only colloquium for Senior Wealth Management Operating Executives, focused on practice management issues and trends, and more importantly, what it will take to succeed in the future!



The Industry

Business Models, Client Experience, Key Issues and Trends

Client Segments

UHNW, Family Offices, Private Business Owners, NextGEN, Women, LGBTQ

Wealth Planning

Accounting, Tax, Trust, Insurance, Legal

Family Enterprise Counseling

Family dynamics & Governance, Biographical or Family History Services, Family Business Advisory

Philanthropy & Purpose Investments

Charitable Trusts, Private Foundations, DAFs

Luxury & Lifestyle Management

Payroll, Mail and Bill Pay, Real Estate Management

Private Health Advisory

Risk Management

Security, Privacy


Private Aviation

Talent Management 


Technology & Reporting

Financial Products

Investments, Risk management, Custody, Banking & Lending