Join us for The UHNW Institute’s next Practice Management Clinic, The Changing Landscape of Family Office Services, that focuses on the Service pillar within the Institute’s Building Blocks of Practice Management. This session offers a data-driven view of how family office service offerings are changing, paired with structured dialogue for attendees to share what they are seeing within their own firms.
Tuesday, May 12, 2026 | 4 PM ET
Guest speakers Meghna Sreenivas and Dhruv Bahl of McKinsey will open the session, covering:
- What family office services include and how they are defined
- How service demands are changing across the industry
- Where families are directing attention beyond investments
- Current client priorities and what is driving them
- Additional insights from McKinsey
The session is designed as a collaborative forum, with time for peer-to-peer exchange among attendees. Member firms are encouraged to extend this invitation to their Heads of Service or those in similar positions within their organizations.
Members can register to attend here.
Meet the speakers:
McKinsey & Co.
