The UHNW Institute invites operating executives, practice leaders, CTOs and those in similar roles to join our final Practice Management Clinic of the year, focused on the Technology pillar of the Building Blocks of Practice Management, on Tuesday, December 8th at 4pm ET.
Learn from technology professionals, hear from industry leaders, and participate in a peer-to-peer discussion centered on applying AI within a UHNW wealth management practice.
AI has quickly moved from experimentation to implementation and is now a practical tool for running a wealth management practice. This interactive session, led by Rod Sayegh, Chief Digital Officer, and Les Kaldus, Head of Data Strategy, at Fiduciary Trust International, will focus on real-world use cases, demonstrate how far tools such as Microsoft Copilot can be taken, and explore where human judgment, oversight, and accountability must remain firmly in the loop. Through practical examples and a live demonstration, participants will leave with ideas they can apply to their own practices immediately.
Meet the Speakers
Rod Sayegh
Chief Digital Office
FTCI
Leszek (Les) J. Kaldus
Chief Digital Office
FTCI