The 6th Annual UHNW Institute Symposium

From Aspiration to Execution:
Elevating UHNW Client Service

November 16 & 17, 2026
PwC, 300 Madison Avenue
New York, NY

Members Register Here

Join Us in New York

Join us for the UHNW Institute’s 6th Annual Symposium, From Aspiration to Execution: Elevating UHNW Client Service, November 16-17 in New York City at PwC, 300 Madison Avenue. This year’s Symposium moves beyond the aspiration of better UHNW client service to the practical work of making it happen — exploring the interconnected roles of client, firm, advisor, services and process, and what it takes to create a more intentional, integrated approach to serving the complex needs of UHNW families.

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Event Partners

If your company is interested in supporting this event or becoming a Marketplace or Educational Partner, please reach out to cevans@uhnwinstitute.org.

Agenda

Agenda is subject to change. A detailed agenda will be available as soon as possible.

Time
Session
Location
8:00 – 9:30 am
Optional Activity: Grand Central Station
30 Spots Available – first come first serve
Grand Central Station
New York, NY
10:00 am
Registration: Day 1
C1 Welcome Center, PwC
10:30 am – 3:15 pm
SFO Circle Only: The Journey from Intention to Action: Planning for Governance Succession in SFOs, A Master Class for Single Family Offices and their Advisors –
Dennis Jaffe, Meredith Straight, Amy Renkert-Thomas
Training - Integrated Advisor Skills Academy – Jim Grubman, Tom McCullough, Greg Rogers
NOTE – There is limited capacity of 100 seats
10:30 – 11:45 am – Envisioning a New World for Integrated Discovery – Shared Context Building
11:45 am – 12:30 pm – Lunch
12:30 – 1:45 pm - From Task/Project Management to Workstream Coordination
1:45 – 2:00 pm – Break
2:00 – 3:15 pm – Specialists Working Well Within an Integrated Concept
3:15 – 3:30 pm
Break
3:30 – 4:15 pm
Current/future Impact of AI on Wealth Advisors – F2 Strategy
Auditorium
4:15 – 6:30 pm
Welcome Reception
Networking, drinks and hors d'oeuvres
A special toast to Steve Prostano will take place at 5:15 pm
C1 Welcome Center
Time
Session
Location
8:00 – 8:30 am
Registration, Breakfast & Networking
C1 Welcome Center, PwC
8:30 – 9:40 am
Welcome and Introduction
Wally Head & Tom McCullough
Auditorium
9:45 – 10:25 am
The UHNW Institute/McKinsey Research Report Findings & Update
Meg Sreenivas & Jill Zucker
Auditorium
10:25 – 10:40 am
Break
10:45 – 11:30 am
The Client & Behind the Curtain: Understanding the Work of the Family Office
Anne Jones, Josh Miller, Kristin Oliveri, Greg Rogers
Auditorium
11:30 am – 12:15 pm
The Integrated Advisor
Richard Joyner
Auditorium
12:20 – 1:10 pm
Lunch
C1304 – C1306
1:15 – 2:00 pm
Services
Kim Kamin
Auditorium
2:05 – 2:50 pm
Processes
Kathy Lintz
Auditorium
2:50 – 3:05 pm
Break
3:15 – 4:00 pm
The Firm – The 7 Essentials of Practice Management
Joe Calabrese & Thom Melcher
Auditorium
4:00 – 4:10 pm
Move to Breakouts
4:10 – 4:45 pm
Breakouts
4:45 – 4:55 pm
Move to Auditorium
5:00 – 5:20 pm
Breakout Recap
5:20 – 5:30 pm
Closing Remarks
6:00 – 7:00 pm
Reception
Bryant Park Grill
7:00 – 9:00 pm
Dinner
Bryant Park Grill

*More speakers will be added as details are finalized

Speakers

Joe Calabrese
Chief Operating Officer
Wealth Management, KeyBank
Jim Grubman
Owner
Family Wealth Consulting
Wally Head
Founder & Principal
Personal Fiduciary Advisors, LLC
Dennis Jaffe
Senior Research Fellow
Banyan Global
Anne Jones
Richard Joyner
Managing Director
AlTi Tiedemann Global
Kim Kamin
Principal and Chief Wealth Strategist
Gresham Partners, LLC
Kathy Lintz
Founder & Managing Partner
Matter Family Office
Tom McCullough
Managing Director of Thought Leadership and Strategy
The UHNW Institute

Partner
Corient
Thom Melcher
Advisory Board Chair
The UHNW Institute

Director of Family Wealth
Glenmede
Josh Miller
Kristen Oliveri
Senior Family Office Advisor & SFO Executive Advisory Board Co-Chair

The SFO Circle, The UHNW Institute

Founder & CEO
Wealth Reimagined
Greg Rogers
Founder & Managing Partner
RayLign, LLC
Meg Sreenivas
Meredith Thomas Straight
Consultant
Renkert Thomas Consulting
Amy Renkert Thomas
Founder & President
Renkert Thomas Consulting
Jill Zucker

Hotel Information

We’ve compiled a list of hotels to consider for your stay in New York City.

Joe Calabrese

Chief Operating Officer
Wealth Management, KeyBank

As Chief Operating Officer, I am responsible for overseeing the development, integrated delivery, and strategic development of a full range of financial planning, investment, fiduciary and banking capabilities for Key’s private and institutional clients.

Our client experience is built on three pillars: comprehensive personalized service; an holistic advisory model that reflects the expertise of a broad team of financial experts; and a human touch.

I take great pride in hard work and crafting items of value that are designed to endure, both in my professional and personal life. Thirty years ago, I discovered a passion for woodworking and I’ve honed my skills ever since. Like sound wealth management, woodworking is a skill that requires practice, precision and patience. Well designed and executed wealth management strategies will deliver benefits to families that can be enjoyed for many generations … as enduring as a fine piece of hand- crafted furniture.

Jim Grubman

Owner
Family Wealth Consulting

Dr. Jim Grubman has provided services to individuals, couples, and families of wealth for over 40 years. With an international reputation as a valued family advisor, he is often consulted in situations of complexity where psychology, law, finance, medicine and business all come into play to varying degrees.

In recognition of his prominence in the industry, Jim has been honored with two major professional honors in 2024. One is the prestigious 2024 Family Wealth Report Lifetime Achievement Award in the wealth management industry. The other is the 2024 Richard Beckhard Practice Award from the Family Firm Institute, the top practitioner award granted each year to an individual who has contributed significantly to the fields of family business consulting and family wealth consulting. Jim is also a past recipient of the 2021 FWR Award for Outstanding Thought Leadership with his longtime collaborator, Dennis T. Jaffe, PhD.

Jim is the author of Strangers in Paradise: How Families Adapt to Wealth Across Generations, a now-classic book discussing how individuals and families adjust to the opportunities and challenges of wealth. He is also co-author (with Dennis Jaffe and Kristin Keffeler) of Wealth 3.0: The Future of Family Wealth Advising, a remarkable look at the history and future of the wealth advising field. In addition, he is co-author with Dennis Jaffe of Cross Cultures: How Global Families Negotiate Change Across Generations, describing the unique adaptations of wealthy families around the world in various cultures. His work has been discussed in Malcolm Gladwell’s book, David and Goliath, and has been featured in The Wall Street Journal, Harvard Business Review, CNBC, The New York Times, and The Boston Globe. He has published widely in the Journal of Wealth Management, the International Family Offices Journal, Journal of Financial Planning, the global family enterprise publication Tharawat Magazine, STEP Journal, and many other media.

A dynamic sought-after speaker, Jim has presented at national and international conferences including the STEP Global Congress, the Heckerling Institute on Estate Planning of the University of Miami School of Law, TIGER21, the Family Office Exchange (FOX), and the Family Firm Institute, among many others. He was a collaborator on the Hundred Year Family Enterprise Project for Wise Counsel Research Associates, studying the practices of global families who have successfully made transitions through at least three generations. He has also served as academic director for the Family Legacy and Wealth Program at the John Molson Executive Centre of Concordia University in Montreal, Quebec, as well as a similar program at Queens University in Kingston, ON, Canada.

Wally Head

Founder & Principal
Personal Fiduciary Advisors, LLC

Relying on his background as an attorney and a CPA, Wally has helped families and family offices executives throughout his career develop, communicate, and implement strategies to effectively manage family wealth and transfer it to future generations. He currently advises a few families with family offices and serves as a founding board member of The UHNW Institute, a non-profit think tank and learning exchange.

Wally has held leadership positions in national accounting and financial services firms, including serving most recently as vice chairman of Gresham Partners, a firm providing investment and other wealth management services to over 100 wealthy families. Previously, he served as chief executive officer of wealth management and a member of The Private Bank and Trust Company’s board of directors, after being co-owner, president and chief operating officer of Family Office Exchange.

Wally has authored many articles and been a frequent speaker, panelist, or moderator on a full range of wealth management topics. He currently is leading an initiative of The UHNW Institute to codify industry standards for identifying and delivering integrated family wealth management services.

Wally grew up on a family farm in Missouri, which he and his son own and operate as fourth and fifth generation family members. Wally received J.D. and M.B.A. degrees from the University of Missouri, and a B.A. degree from Westminster College in Missouri. He is a Trustee and former chair of Westminster College’s Board of Trustees and a Trustee and former vice chair of the John G. Shedd Aquarium’s Board of Trustees.

Dennis Jaffe

Senior Research Fellow
Banyan Global

Dennis helps large, global families manage personal and organizational issues that lead to successful and fulfilling transfer of businesses, wealth, values, commitments and legacies between generations.

As both an organizational consultant and clinical psychologist, he is one of the architects of the emerging field of family enterprise consulting. He is a family business fellow at the Cornell Johnson College of Business. He was recently cited by Family Wealth Report for special commendation as an individual thought leader. As a founding member of the Family Firm Institute, he has served on their board, written frequently for their journal Family Business Review, and was awarded the Richard Beckhard and International Awards for contributions to practice. In 2007 he was Thinker in Residence for S. Australia, helping the region design a strategic plan for the future of their entrepreneurial and family businesses.

Dennis is the author of the new book Borrowed from Your Grandchildren: The Evolution of 100-Year Family Enterprises; as well as Cross-Cultures: How Global Families Negotiate Change Across Generations; and Stewardship of Your Family Enterprise: Developing Responsible Leadership Across Generations, and more than 15 other management books, including Getting Your Organization to Change, Rekindling Commitment, Take This Job and Love it! and From Burnout to Balance. He is the co-creator of the Family Enterprise Assessment Tool (FEAT, The Values Edge, the Transition Curve, and other tools for assessment of family enterprise success.

In 1984 he founded Changeworks Global, a consulting firm in San Francisco, which works with organizations for long-term change to build competitive advantage by unleashing the power of their employees. He was a founder of MemeStreams, which pioneered the use of on-line executive development tools. In 1990-92 he served as Deputy Director of Research for the Macarthur Foundation Network on Healthy Companies. He is emeritus professor of Organizational Systems and Psychology at Saybrook University in San Francisco.

Anne Jones

Richard Joyner

Managing Director
AlTi Tiedemann Global

Richard joined AlTi Tiedemann Global after two decades leading a regional multi-family office, where he was responsible for shaping firm strategy, building and mentoring the team, and overseeing the delivery of comprehensive services to more than 200 families. In addition to his leadership experience, Richard has spent much of his career as a trusted advisor to multi-generational families of wealth.

Earlier in his career, he served as a Partner at Ernst & Young, where he led the firm’s personal financial counseling practice for the Southwest Area.

A graduate of Wake Forest University, Richard holds several professional designations, including Certified Investment Management Analyst® (CIMA®), Certified Financial Planner™ (CFP®), and Certified Public Accountant (CPA). Over the span of his career, he has received numerous professional awards, including multiple recognitions by Barron’s Magazine. Richard continues to contribute to the field as an Advisory Board Member of the Ultra High Net Worth Institute, a non-profit focused on educating advisors and families.

Kim Kamin

Principal and Chief Wealth Strategist
Gresham Partners, LLC

Kim joined Gresham in 2014. Her role involves working across all client families and supporting the client service team in helping clients with their estate planning, estate and trust administration, rising generation engagement and education, and philanthropic matters.

Prior to Gresham, Kim was a partner in Private Clients, Trusts, and Estates Group at a large national law firm known for the quality of its estate planning practice, working with clients on a wide array of entity restructuring, succession planning, trust and estate administration, asset protection, and philanthropic issues. She also represented wealth owners, beneficiaries, fiduciaries, and custodians in contested matters and served as counsel for the formation and operation of not-for-profit entities.

Outside of the office, Kim is an adjunct professor at the Northwestern University Pritzker School of Law and on the faculty of The University of Chicago Booth School of Business Executive Education. She is on the UHNW Families & Family Offices Committee of the Trusts & Estates Magazine Editorial Advisory Board, is Past President of the Chicago Estate Planning Council, and serves on the Leaders Council and as Estate Planning & Legal Issues Domain Chair for the UNHW Institute. She also serves on the Founders’ Committee for the University of Chicago Center of Law and Finance. In addition, Kim serves on advisory boards for multiple local philanthropic organizations, including Art Institute of Chicago, Goodman Theatre, Chicago Foundation for Women, Lurie Children’s Hospital, PAWS Chicago and the Chicago Community Trust. Kim speaks and writes extensively on topics related to planning for and managing multi-generational wealth. She co-authors the “Leimberg Library Tools & Techniques of Estate Planning for Modern Families” (4th Edition, 2024).

Kathy Lintz

Founder & Managing Partner
Matter Family Office

Kathy began her career in financial services at Chase Manhattan Bank in New York City. There, she had the opportunity to help develop and deliver one of the first financial education and planning programs in the country at The Chase Exchange. This experience led her to become an early CFP®certificant, and to begin building a fee-only, comprehensive, financial planning practice in St. Louis.

In 1990, with just two employees, Kathy founded the firm that would become Matter Family Office. Her steadfast vision and commitment to the integration of independent investments, deep planning and coordination, family wellbeing, governance, and philanthropy has evolved Matter into a thought-leading multifamily office. Kathy is tremendously grateful to all the talented, dedicated associates at Matter who have shared this vision and helped her realize it over the past three decades.

Kathy works with Matter’s client teams daily and loves building lasting relationships with the complex, multigenerational families we serve. She is also one of four managing members who lead the firm and is responsible for the Matter investment committee and active in evolving our industry-leading family culture and legacy services. As founder, Kathy takes a leadership role in aligning Matter’s values, capabilities, and future efforts with the firm’s core purpose of helping families realize their most important goals in an intentional, integrated, and authentic way.

Kathy spent her formative school years in Westport, Connecticut. She earned a BA in history at Duke University then settled in the New York area to start her financial career. She is a lifelong learner and enjoys building and sharing knowledge across a variety of topics, ranging from finance and investing trends to family psychology and communication.

A contributor to many articles, blogs and industry groups, Kathy is frequently asked to participate as a panelist at industry conferences. She has been quoted in The New York Times, The Wall Street Journal, Barron’s, Bloomberg, Financial Advisor Magazine, Financial Planning Magazine, and other financial publications.

Kathy and her husband moved to St. Louis in 1982, and she is an active member of the community. She is honored to serve as chair of the St. Louis Children’s Hospital Foundation finance committee and dedicated to helping children gain access to lifesaving care regardless of their financial circumstances. She has also been a board member of the St. Louis Boys and Girls Club and the St. Louis Zoo and brings her positive outlook, collaborative nature, and love of helping people to all the causes she supports.

While enjoying rich relationships with Matter families is a huge highlight for Kathy, her first love and priority is her own family—her husband, children, and grandchildren. She is energized by being outdoors and particularly enjoys hiking, tennis, and golf. And, at the end of a long week, Kathy most looks forward to her Saturday morning run with friends.

Tom McCullough

Managing Director of Thought Leadership and Strategy
The UHNW Institute

Partner
Corient

Tom McCullough is a Partner of Corient. He is a frequent speaker on issues relevant to families of wealth and is the co-author of three books — Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask, Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors, and Family Wealth Management: 7 Imperatives for Successful Investing. He is an adjunct professor and executive-in-residence at the University of Toronto’s Rotman School of Management, a member of the Editorial Board of the Journal of Wealth Management, and a member of the board and faculty of the Ultra High Net Worth Institute. He was awarded ‘Best Individual Contribution to Thought Leadership in the Wealth Management Industry (North America)’ at the 2020 Family Wealth Report Awards.

Thom Melcher

Advisory Board Chair
The UHNW Institute

Director of Family Wealth
Glenmede

Thom Melcher is Glenmede’s Director of Family Wealth. In this role, Mr. Melcher leads Glenmede’s wealth management practice for entrepreneurial clients and multi-generational ultra-high-net-worth families, including the development and management of customized and comprehensive planning, advisory and investment management services.

Mr. Melcher is a member of Glenmede’s Private Wealth leadership team, a voting member of the Investment Policy Committee and a member of the Private Wealth Operating Committee. In addition, Mr. Melcher serves as a primary point of contact for Glenmede’s strategic alliance with Stonehage Fleming.

Prior to joining Glenmede, Mr. Melcher devoted two and a half decades to PNC, where he most recently served as EVP and Chief Investment Officer (CIO), for the PNC Asset Management Group. Prior to that, he was the Managing Executive for Hawthorn, PNC Family Wealth, where he built the practice into one of the nation’s largest providers serving ultra-high net worth clients. Previously, Mr. Melcher held the CIO role for PNC Wealth Management in Philadelphia and Southern New Jersey. Mr. Melcher’s media presence includes appearances on CNBC, citations in the Financial Press and extensive quotations in “The Family Office Book,” written by Richard Wilson. Mr. Melcher also authored the foreword to “Sell Like A Team” by Michael Dalis and was twice recognized as one of the nation’s “Top 100 Wealth Advisors” by Worth Magazine.

Mr. Melcher earned a Bachelor of Science degree from Miami University in Oxford, Ohio and has pursued graduate work at Drexel University in investment management.

Mr. Melcher is a corporate council member of the National Constitution Center in Philadelphia, co-chair of the Next Generation Council of the USC Shoah Foundation Institute for Visual History and Education and a board member of the International Spy Museum in Washington D.C.

Josh Miller

Kristen Oliveri

Senior Family Office Advisor & SFO Executive Advisory Board Co-Chair

The SFO Circle, The UHNW Institute

Founder & CEO
Wealth Reimagined

Founder and CEO of Wealth Reimagined and Senior Family Office Advisor and Co-Chair of the SFO Executive Advisory Board for The UHNW Institute

For nearly two decades, Kristen Oliveri has been at the intersection of content, community, and connection in the family wealth industry. She began her career as a beat reporter for Institutional Investor, honing her ability to distill financial narratives into compelling stories. From there, she expanded her expertise into event curation and investor relations for family offices, at companies including With Intelligence, Markets Group, and Crain.

Today, Kristen serves as Senior Family Office Advisor and Co-Chair of the SFO Executive Advisory Board for The UHNW Institute, where she helps lead the SFO Circle—a private membership network for senior single-family office executives. In that role, she curates content, moderates thought-leadership programs, and fosters collaboration among the world’s most sophisticated wealth stewards.

Her career has taken her around the world, uncovering the luxurious side of wealth—from bespoke travel experiences to fine wine, wellness retreats, and culinary excellence.

Yet, beyond the opulence, what truly drives Kristen is the people. She has an innate ability to foster authentic, long-term relationships, seamlessly moving between curating exclusive gatherings, moderating thought-provoking discussions on topics like philanthropy, and connecting next generation family office leaders.

A reformed theater geek at heart, Kristen thrives in front of an audience, lending her voice to podcasts, panels and personal brand storytelling. Helping industry leaders craft their narratives isn’t just her profession—it’s her passion.

A native New Yorker, Kristen now calls the North Fork of Long Island home, where she shares her love of Italian culture, wine collecting, and home-cooked meals with family and friends. When she’s not traveling, you’ll find her on the dance floor, practicing ballroom or dreaming up her next adventure.

Greg Rogers

Founder & Managing Partner
RayLign, LLC

Greg founded RayLign in 2004 based on the integration of three key components of his life and career – families working together, aspirational strategy development and long lasting positive human relationships. As the company name suggests, the business focuses on the “align”ment of the many stakeholders participating together on the dynamic path toward sustaining well-being through the generations. He has built a team, services and network to be a “ray” of light for modeling highly collaborative, transparent and empathic interaction across the family system.

Prior to founding RayLign, Greg was leader of a publicly-listed, family-led asset management company that grew to over $13 billion in assets under management. His prior roles include Managing Director and builder of a strategic consulting practice for global asset management companies at BARRA Strategic Consulting Group; Managing Director of his family business RogersCasey (sold to BARRA in 1996) engaging in asset manager due diligence on behalf of large institutional investors; Sales Representative at IBM; and Financial Associate at Sanford C. Bernstein & Co.

Greg graduated Brown University with majors in Economics and Organizational Behavior, and the NYU Stern School of Business with a Master of International Finance. From 2005 through 2021, he accessed extensive family systems therapy training and was a long-standing Board member (including Board Chair) at the Ackerman Institute for the Family.

Greg prioritizes a life of mindful balance that prioritizes time with his wife and adult children (and dog), fun with friends, daily acai bowls and fast walks, brain teaser puzzles, golf, lacrosse and as drummer in rock band hi-fidelity.

Meg Sreenivas

Meredith Thomas Straight

Consultant
Renkert Thomas Consulting

Meredith is a member and consultant with Renkert Thomas Consulting. Renkert Thomas Consulting LLC works with family enterprise owners on issues related to strategy, ownership, and governance, with a particular focus on clarifying shared purpose to build engagement and alignment. In addition to work with clients, Meredith also supports RTC’s undergraduate, graduate, and continuing education programs through the University of North Carolina’s Kenan-Flagler Business School, the Society of Tax and Estate Practitioners, and Engaged Ownership, a branch of RTC dedicated to educating family business owners and their advisors on the distinctive features of family business governance.

Meredith brings a background in organizational development and complex systems to the Renkert Thomas Consulting team. Much of her work focuses on the involvement, engagement, and education of rising generation family members with their family’s operating businesses and family offices.

Meredith lives with her husband, dog, and horse in Raleigh, North Carolina. She received a B.S. in Learning and Organizational Change from Northwestern University in 2015.

Amy Renkert Thomas

Founder & President
Renkert Thomas Consulting

A tax, trusts and estates attorney by training, Amy co-founded Withers Consulting Group LLC in 2013, and prior to opening her consulting practice, was a Partner at the international law firm Withers Bergman LLP, where she co-chaired the firm’s Family Office Group. Amy comes from multi-generational businesses on both sides of her family. She succeeded her father and served as President of Ironrock, Inc.—a fifth-generation family-owned and managed producer of ceramic tile and thin brick located in Canton, Ohio—from 1990 to 2002. She remains closely involved with Ironrock as a director and officer. Her maternal grandfather founded Fisher Price Toys.

Amy received her B.A. from Yale College, her J.D. from Harvard Law School, and her LL.M in Taxation from the Case Western Reserve University School of Law. Amy started teaching Family Business: Ownership and Governance with the Family Enterprise Center at UNC in 2019.

Jill Zucker