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
*Registration closes November 6th

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.

Register Now

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
This session has reached capacity.
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 Clinic for Single Family Offices and their Advisors – Dennis Jaffe, Meredith Straight, Amy Renkert-Thomas
A detailed agenda will be sent directly to registrants.
10:30 am – 3:15 pm
Training - Integrated Advisor Skills Academy – Jim Grubman, Tom McCullough, Greg Rogers, Moria Sommers
NOTE – There is limited capacity of 100 seats
Too often, a family’s story is gathered and incorporated into advisory solutions in fragmented ways. Delivering exceptional service to ultra-high-net-worth families requires advisors of all shapes and sizes to work collaboratively within an integrated framework that recognizes the interconnected nature of a family’s financial, structural, relational, and generational needs.
The quality of integrated wealth management is determined not only by the expertise of individual advisors and organizations, but also by how effectively they work together to establish shared priorities, coordinate their efforts, and deliver meaningful outcomes for the families they serve.
This workshop explores what assessment, implementation, and monitoring look like when they are truly integrated throughout the entire engagement with a family. Participants will explore how advisors from different disciplines can build a shared understanding of a family’s values, relationships, goals, and complexities, so that every professional works from the same foundation rather than from their own partial view. The day is organized around a case study to make the learning relatable, practical, and actionable.
10:30 – 11:45 am
Envisioning a New World for Integrated Discovery – Shared Context Building
Through facilitated discussion and practical exercises, we examine the real-world barriers that keep discovery siloed, as well as the questions and practices that create genuine common ground. Together, we will broaden our view of discovery and its role throughout the AIM process. Rather than treating discovery as a one-time event, we will explore it as an ongoing process of gathering, organizing, and sharing information that informs assessment and solutions. It should enable the advisory team to continually recalibrate as the family and its circumstances evolve.
11:45 am – 12:30 pm
Lunch
12:30 – 1:45 pm
From Task/Project Management to Workstream Coordination
We anchor the afternoon’s work on coordinating workstreams. Wealth managers and advisors have built strong systems for identifying tasks, assigning responsibility, and tracking completion, largely for operational purposes. By contrast, the design and implementation of client solutions has often been more ad hoc, with loose coordination both within advisory firms and across the client’s broader advisory team.
Why isn’t good task and project management enough? What gets in the way of evolving toward the next generation of client-centered coordination? Participants will examine what is required to move from managing individual tasks and projects to coordinating interconnected workstreams around the family’s overall priorities.
1:45 – 2:00 pm
Break
2:00 – 3:15 pm
Specialists Working Well Within an Integrated Concept
Participants will be led through a facilitated process to review a family case and independently assess both domain-specific and cross-domain priorities. They will then work together as an advisory team to compare perspectives, negotiate priorities, define coordinated workstreams, and establish expectations for leadership, communication, accountability, and implementation.
The exercise is designed to demonstrate that integration is not simply the aggregation of the varied expertise sitting around the proverbial table. It is the intentional coordination of people, priorities, decisions, and work processes around a shared understanding of the client’s needs.
3:15 – 3:30 pm
Break
3:30 – 4:15 pm
Current/future Impact of AI on Wealth Advisors – F2 Strategy
Brooks Lloyd
TBA
Ultra-High Net Worth families expect an increasingly broad and deep level of service from their advisors. In the past, family offices have had to hire specialists or partner closely with COIs to deliver a cohesive and comprehensive client experience. This panel brings together family office leaders and practitioners who have deployed technology and AI to achieve scale: more services, at a higher quality, and lower costs. We'll cover what is working, what it costs, and what are the risks in front of family offices today. Attendees will leave with a practical view of what the industry leaders are doing to serve their most complex clients.
C304-C306
4:15 – 6:30 pm
Welcome Reception
Networking, drinks and hors d'oeuvres
A special toast to Steve Prostano will take place at 5:30 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, Stephen Harris
The opening session will welcome members, honor the legacy of Institute founder Steve Prostano, and set the stage for the day ahead. It will highlight what the Institute has learned from its members, introduce some of the important work completed and underway, and explore how that work is coming together into a more coherent approach to serving families of significant wealth. Tom McCullough will introduce Table Stakes 2.0 as the organizing framework for the Symposium—placing a deep understanding of the client family at the center and exploring the Advisor, Services, Process and Firm capabilities required to deliver truly integrated advice. The session will invite members to consider both how far the field has come and what it will take to move integrated family wealth management from aspiration to practice.
Auditorium
9:45 – 10:25 am
The UHNW Institute/McKinsey Research Report Findings & Update
Jill Zucker
Description coming soon.
Auditorium
10:25 – 10:40 am
Break
10:45 – 11:30 am
The Client: Understanding the Work of the Family Office
Anne Jones, Gabby Lyons, Josh Miller, Kristen Oliveri, Greg Rogers
For many family members, the work of the family office executive is largely invisible. Insurance renewals, risk management, governance, household staffing, security, lifestyle services and countless operational details happen behind the scenes—until something goes wrong. Yet the value of the family office goes beyond managing these responsibilities; it begins with developing a deep understanding of what the family and its individual members truly need.
This conversation explores how family office executives can better identify, anticipate and respond to those needs, including the catalysts that bring them to the surface, how they differ across generations and family groups, and how they evolve and intersect over time. It will also examine how executives can more effectively communicate the breadth and value of their role to the next generation, spouses and other family stakeholders, helping families better understand not only what the family office does, but why it matters to them.
Auditorium
11:30 am – 12:15 pm
The Integrated Advisor: Hiring, Training and Supporting Integrated Advisors to Serve Complex Families
Richard Joyner, J. Matthew “Matt” McCarte, Brad Jesson and Andrea Ayres
Ultra-high-net-worth families rarely experience their financial lives as a collection of separate investment, tax, estate planning, philanthropic, governance, and family office decisions. They need advisors who can see the whole picture, connect specialized expertise, anticipate how decisions in one area may affect another, and help the family move forward with clarity and confidence. Yet the professionals capable of performing this role effectively are difficult to identify, develop, and retain.
This session will explore what an effective integrated advisor looks like today and how leading firms are building the talent required to deliver truly integrated advice. Panelists will discuss the competencies and attributes that distinguish integrated advisors, whether firms are more successful developing them internally or recruiting experienced professionals, and the training, mentoring, support structures, culture, and career paths necessary for long-term success. Attendees will hear practical perspectives and lessons learned from firms with different histories, ownership models, and approaches to serving complex, multigenerational families.
And for any specialist advisors who work with integrators, or who happen to be the integrators themselves, we will also explore ways to be more effective team members.
Auditorium
12:20 – 1:10 pm
Lunch
C1304 – C1306
1:15 – 2:00 pm
Service: Service Models Inside the Hub-and-Spoke Universe
Kim Kamin, Adam Lewis, Kirby Ott & Cheryl Rose
Every family office ("hub") must decide what services to deliver and what to entrust to outside specialists. Some bring most functions in-house, while others focus on core solutions and rely on a network of trusted partners. Those choices shape profitability, client experience, and the role of the specialists ("spokes") who work alongside them. In this session, leaders from three MFOs will share how they've drawn the line and why, and specialist spokes will offer their view from the other side of the relationship. Whether you're a hub, a spoke, or any professional weighing your own model, come ready to compare approaches and join the conversation.
Auditorium
2:05 – 2:50 pm
The Process: Structures, Strategies, and Tactics Firms Implement to Deliver an Integrated Service Model
Kathy Lintz, Andrew Jeffrey, Leisa Storbeck and Natalie Wolaniuk
Three multifamily offices will share the specific methods they use to provide an integrated client service experience. Each firm will outline how they integrate with internal teams and external specialists, both the challenges and the opportunities, to create positive client outcomes. The panel will provide details of how they staff and train teams, communication practices, technologies, and pain points related to their day-to-day delivery models. The goal of the panel is to share the best practices of integrated advisory firms and learn from each other.
Auditorium
2:50 – 3:05 pm
Break
3:15 – 4:00 pm
The Firm – The Seven Essentials of Practice Management
Joe Calabrese, Thom Melcher, Christopher Zander
How do we build firms that will thrive both today and well into the future? The Institute has long understood that, parallel to the increasing demand for advisory expertise to meet complex client needs, the choices and practices of firms are imperative to providing enduring advice and sustainable businesses that can partner with clients across generations. To meet this need, we give you: The Seven Essentials of Practice Management.
This groundbreaking framework addresses the pillars and associated subtopics which make up the vast array of choices faced by practice leaders: Culture, Values & Strategy; Human Capital & Leadership; Service Model & Client Experience; Growth; Technology & Data; Business Operations & Finance; Compliance & Risk.
This interactive presentation will provide an introduction to these components, update members on the teams we are gathering to deliver thought leadership across the Essentials and provide an exercise for audience members to experience the Self Assessment Guide and Maturity Model connected to the Essentials, which support the actionable use of the framework in the context of your firm.
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
Tom McCullough
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

Andrea Ayres
Director
Family Office Brown Advisory
Joe Calabrese
Chief Operating Officer
Wealth Management, KeyBank
Stephen Harris
CEO
ClearView Financial Media
Jim Grubman
Owner
Family Wealth Consulting
Wally Head
Founder & Principal
Personal Fiduciary Advisors, LLC
Dennis Jaffe
Senior Research Fellow
Banyan Global
Andrew Jeffrey
Partner
Corient
Brad Jesson
Partner
Corient
Anne Jones
Managing Director
Family Office at Simmons Foods
Richard Joyner
Head of Central U.S. Advisory
AlTi Tiedemann Global
Kim Kamin
Principal and Chief Wealth Strategist
Gresham Partners, LLC
Adam Lewis
Chief Professional Services Officer
Pathstone
Kathy Lintz
Founder & Managing Partner
Matter Family Office
Brooks Lloyd
Manager
F2 Strategy
Gabby Lyons
Executive Director
Family Office
J. Matthew "Matt McCarte"
Managing Director, Head of Wealth Management
Pitcairn
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
President & CEO
Minot's Light Management, Inc.
Kristen Oliveri
Senior Family Office Advisor & SFO Executive Advisory Board Co-Chair

The SFO Circle, The UHNW Institute

Founder & CEO
Wealth Reimagined
Kirby Ott
Partner, Chief Client Officer
Matter Family Office
Greg Rogers
Founder & Managing Partner
RayLign, LLC
Cheryl Rose
Partner & Wealth Advisor
Constellation Wealth Advisors
Rod Sayegh
Chief Digital Officer
Fiduciary Trust International
Moira Somers
Founding Partner & Chief Learning Officer
Blackwood Family Enterprise Services
Leisa Storbeck
Partner & Head of Client Service
Gresham Partners
Meredith Thomas Straight
Consultant
Renkert Thomas Consulting
Amy Renkert Thomas
Founder & President
Renkert Thomas Consulting
Natalie Wolaniuk
Relationship Manager
Pitcairn
Christopher Zander
CEO
Evercore Wealth Management & Evercore Trust Company NA
Jill Zucker

Hotel Information

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

Andrea Ayres

Director
Family Office Brown Advisory

Andrea is a partner and member of the family office leadership team. In her role, she helps client families and family offices to evaluate, structure and implement strategies to enhance their long-term financial goals. She joined the firm in 2018 through the combination of Brown Advisory and Signature Family Wealth Advisors, a boutique multi-family office. Andrea’s experience includes working in finance at GE Capital and The Bank of New York, as well as founding and operating two family businesses.

Education
Bates College, BA, Economics
The University of Virginia, MBA
Community Involvement
Committee Member, Farmington Country Club
Director, Mountain Top Arboretum

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.

Stephen Harris

CEO
ClearView Financial Media

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.

Andrew Jeffrey

Partner
Corient

Andy is a Partner based in the firm’s Toronto office. He works closely with entrepreneurs, multi-generational families, and sudden wealth recipients (including lottery winners), helping them navigate significant financial decisions and life-changing events. Andy’s prior experience includes roles at a CPA firm specializing in tax and at an independent financial planning firm. Outside of his work with Corient, he is a guest lecturer at the University of Toronto’s Rotman School of Management and regularly presents on behalf of CPA Canada on financial planning and wealth management topics. Andy holds the designations for Chartered Professional Accountant (CPA), Chartered Investment Manager (CIM®), Chartered Life Underwriter (CLU®), and Certified Financial Planner®. Outside of work, Andy enjoys spending time with his wife and two young daughters and, when the stars align, can be found working on his golf game.

Brad Jesson

Partner
Corient

Brad is a Partner at Corient and is based in the firm’s Toronto office. He works closely with entrepreneurs and multi-generational families, helping them achieve their goals through integrated wealth planning, while also leading the firm’s growth initiatives across the region. Brad’s prior experience includes roles at a CPA firm, a single-family office and a family-owned business, where he served as CFO. He holds the Chartered Professional Accountant (CPA) and Chartered Investment Manager (CIM) designations, as well as a Bachelor of Commerce from the University of Alberta. Brad is a guest lecturer at the University of Toronto’s Rotman School of Management and is actively involved in the community, serving with several non-profit organizations, including on the Board of the Toronto Community Foundation. Outside of work, Brad and his husband enjoy travelling and skiing.

Anne Jones

Managing Director
Family Office at Simmons Foods

Anne Jones is Managing Director, Family Office at Simmons Foods, a privately held family business founded in 1949 and headquartered in Northwest Arkansas. She led the creation of the family’s embedded family office and has spent more than sixteen years supporting multiple generations of family members while working alongside the operating business. Today, the office provides integrated financial planning, governance, and family support grounded in the family’s values, mission, and legacy.

Anne is a CERTIFIED FINANCIAL PLANNER® professional and Registered Life Planner® through the Kinder Institute of Life Planning. She holds a Master of Science in Financial Planning from Kansas State University. Her work combines operational and technical planning expertise with a life-planning approach centered on deep listening, meaningful conversation, and helping individuals and families make decisions that align financial resources with what matters most to them.

In addition to her family office leadership role, Anne serves as Executive Director of the Southeastern Family Office Forum (SEFOF), an invitation-only annual gathering of family members, family office executives, and trusted advisors dedicated to exploring the opportunities and complexities of family enterprise and multigenerational wealth.

Family is at the heart of Anne’s work and life. She and her husband have been married for over thirty years and are proud parents of adult children serving in the U.S. Navy and U.S. Marine Corps. Outside of work, she enjoys reading, hiking, traveling, and spending time with family and friends.

Richard Joyner

Head of Central U.S. Advisory
AlTi Tiedemann Global

Richard is Head of Central U.S. Advisory at AlTi Tiedemann Global and serves as Interim President of Tiedemann Trust Company. In this dual role, he provides strategic leadership across the Central U.S. region while overseeing trust administration and fiduciary services, ensuring continuity, excellence, and a client-first culture.

Richard joined AlTi Tiedemann Global after two decades leading a regional multi -family office, where he shaped firm strategy, built and mentored high-performing teams, and oversaw the delivery of comprehensive services to more than 200 families. In addition to his leadership experience, he has spent much of his career as a trusted advisor to multi-generational families of wealth.

Earlier in his career, Richard was 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). He has received numerous professional awards over the course of his career, including multiple recognitions by Barron’s Magazine. Richard also serves as an Advisory Board Member of the UHNW Institute, a nonprofit dedicated to 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).

Adam Lewis

Chief Professional Services Officer
Pathstone

Adam Lewis serves as Chief Professional Services Officer at Pathstone, based in the Atlanta, Georgia office. In this role, Adam leads Pathstone’s Professional Services group, bringing together the firm’s capabilities across tax planning and compliance, wealth planning, insurance and risk management, Personal CFO services, and private aviation to help address the evolving needs of individuals and families. Adam is also a partner of the firm and a member of the Executive Leadership Team.

Prior to serving in his current role, Adam served as Regional Executive Managing Director of Pathstone’s Bellevue, Washington office, advising families on complex wealth management matters. Before joining Pathstone, he served as Chief Client Relationship Officer at Cornerstone Advisors and was a member of the firm’s Investment Committee. Adam’s experience spans investment management, trust and estate planning, income tax matters, and family office management.

Adam earned a bachelor’s degree in Business Administration from Seattle Pacific University and a Juris Doctor from Gonzaga University School of Law. Adam is an inactive member of the Washington State Bar Association and a CFP® professional.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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.

Brooks Lloyd

Manager
F2 Strategy
Brooks Lloyd has over a decade of experience in the wealth management industry providing strategic guidance to growing firms.  As a manager at F2 Strategy, Brooks is focused on holistic technology and operational roadmaps that facilitate scale and efficiency.  Executing AI solutions that drive real business outcomes has been an area of special focus for Brooks.  
 
Prior to F2 Strategy, Brooks oversaw the growth of Addepar’s most complex enterprise clients, and worked at J.P. Morgan’s Private Bank with ultra-high net worth families in the Washington D.C. market.

Gabby Lyons

Executive Director
Family Office

Gabby Lyons is Executive Director, Family Office for a privately held family business founded in 1930.

For more than 20 years, Gabby has served multi-generational families and founder-owned businesses through complex and transformational moments. On the technical side, she has designed governance structures, overseen family office operations, guided generational transitions, and launched private trust companies. Most important, family flourishing is at the heart of her work. She helps families develop their people, live their governance, and make room for each new generation.

Gabby began her career as an investment funds attorney, representing sponsors of private equity funds and hedge funds on structuring, regulatory, and transactional matters. That grounding in law and finance gives her a rare ability to bridge the structures that protect a family’s enterprise with the relationships that sustain it across generations.

Gabby enjoys spending her free time with her husband, Kevin, and their two boys.

J. Matthew "Matt McCarte"

Managing Director, Head of Wealth Management
Pitcairn

As a member of the Leadership Team, Matt represents the voices of client families and those who serve them, helping to shape and execute Pitcairn’s strategic vision.

In his role as Head of Wealth Management, Matt collaborates with teams throughout Pitcairn to deliver exceptional investment, planning, fiduciary, and family office services. He promotes Pitcairn’s collaborative and results-oriented culture and strives for excellence in client experiences and outcomes.

Matt has over 28 years of wealth management experience. During his 26 years with Pitcairn, he has worked closely with the Tax, Investment, Planning, Fiduciary and Operations teams to design and implement comprehensive plans for client families. He also serves as a member of Pitcairn’s Investment Strategy Committee.

Known as a relationship builder, Matt enjoys engaging with families on financial plans that meet their short-term needs and long-term objectives. He blends qualitative and quantitative strengths and deep technical expertise to emphasize holistic wealth management and to help families understand complex solutions. His areas of focus include succession planning, generational wealth transfer planning, strategic and tactical asset allocation, tax optimization strategies and philanthropic planning, all critical aspects of the Pitcairn Shared Single Family Office ™ experience.

Before joining Pitcairn in 1998, Matt worked as a Financial Analyst and Retirement Plan Administrator at Pension and Financial Services.

Matt earned his MBA in Finance from Villanova University and his BA in Economics from Ursinus College. A graduate of the Cannon Trust School, he holds the designations of Certified Trust and Financial Advisor and CERTIFIED FINANCIAL PLANNER® and is a member of the Institute of Certified Bankers.

An avid woodworker, Matt appreciates the creative process of designing unique projects, especially finished carpentry. When he’s not busy in his workshop, he also enjoys playing guitar, reading, running, and most importantly, sharing time with his wife and children.

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

President & CEO
Minot's Light Management, Inc.

Joshua S. Miller, J.D., CFP®, AEP®, TEP is President and CEO of Minot’s Light Management, Inc., a single-family office, where he provides strategic leadership across investing, tax strategy, estate planning, and family governance. A collaborative, forward-thinking leader known as an Expert Generalist, Joshua draws on his professional background as an attorney and CFP™ professional to integrate wealth management, law, tax, and financial planning expertise. His career spans over two decades of leadership roles, including as President and CEO of Acadia Management Co., Inc., another single-family office, and as a Managing Director and Senior Wealth Strategist at CIBC Private Wealth Management, where he served ultra-high-net-worth families with assets ranging from $20 million to $1 billion.

Joshua’s deep experience in sophisticated estate planning, trust administration, fiduciary services, and family office management is complemented by his extensive leadership in professional organizations. He has served as President of the Boston Estate Planning Council, Chair of the American Bar Association’s Financial Planning & Risk Management Committee, and currently serves on the UHNW Institute’s Family Office Executive Advisory Board and the FORGE Community’s Events & Education Committee. A frequent speaker and author on topics including family office governance, digital assets, fiduciary law, and intergenerational wealth transfer, Joshua is recognized for guiding families through complex planning, with a focus on aligning capital with values, building healthy wealth cultures, and creating sustainable structures for stewardship and legacy.

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.

Kirby Ott

Partner, Chief Client Officer
Matter Family Office

Kirby Ott is committed to helping families seize the opportunities of multigenerational wealth and simplify the complexities. As a partner Matter’s Chief Client Officer, he deeply believes in the firm’s integrated, holistic, and personalized approach to managing wealth and enjoys building meaningful, lasting relationships with client families.

Kirby balances his deep technical expertise in investment management, portfolio construction, and liquidity planning with a focus on fostering family learning and communication, to help Matter families build their financial and human capital. He also leads the firm’s internal collaboration and knowledge-sharing to ensure each client family experiences the best of Matter.

An active member of his community, Kirby serves on the finance and investment committees for the Boys & Girls Club of Greater St. Louis and College Bound. He holds a finance degree from the University of Missouri and an MBA from Washington University.

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.

Cheryl Rose

Partner & Wealth Advisor
Constellation Wealth Advisors

Cheryl Rose is driven by a deep commitment to helping families and communities thrive — a purpose that has long been her greatest motivator. With over three decades of wealth management experience, Cheryl guides families to navigate investment strategy, legacy planning, and the complexities of multi-generational wealth in her role with Constellation Wealth Advisors. She has held senior leadership roles in investment and wealth management at Fifth Third and PNC banks. She holds a B.A. in Investment Management from Capital University, along with CFA, CFP®, and 21/64 Certified Advisor credentials. Cheryl is deeply engaged in the Cincinnati community through nonprofit and civic leadership, including board service with the Cincinnati Art Museum, Cincinnati Preschool Promise, Groundwork Ohio, and the Government Affairs Executive Committee of the Cincinnati Regional Chamber.

Rod Sayegh

Chief Digital Officer
Fiduciary Trust International

As Chief Digital Officer at Fiduciary Trust International, I drive digital transformation by uniting innovation, operational excellence and client-centric design. With a proven record of industry-firsts—including developing the wealth management industry’s first advisor tablet app and holding a patent approach to holistic advice—I architect digital strategies that deliver seamless, transparent experiences for clients and advisors. My leadership bridges strategy and execution, fostering a culture of inclusion, creativity and trust across the wealth management landscape.

My Experience

Accomplished digital executive with a rich background in leading transformation for top-tier financial institutions for nearly 20 years. As Chief Digital Officer at Fiduciary Trust International, I oversee the strategic direction and implementation of digital channels, driving operational efficiency and cohesive experiences for clients and advisors. Previously, I held senior innovation roles at Wells Fargo Private Bank, where I pioneered new technologies for ultra-high-net-worth clients and led award-winning digital initiatives.

Education

  • University of Phoenix, Bachelor of Science (BS), Management
  • Cornell University, Certificate, Blockchain Essentials (March 2021 – June 2021)
  • Texas McCombs School of Business, Post Graduate Program, Artificial Intelligence for Leaders (December 2023 – March 2024)

Moira Somers

Founding Partner & Chief Learning Officer
Blackwood Family Enterprise Services

Dr. Moira Somers is a psychologist, family wealth consultant, and a founding partner of Blackwood Family Enterprise Services. She specializes in the psychology of money and in the many ways it influences decision-making, relationships, ethics and well-being. Her clients include family businesses, financial firms, regulatory bodies and community agencies. She is the author of The Fault Lines of Finance and Advice that Sticks.

In her consulting practice, Dr. Somers trains advisors on matters pertaining to the personal side of money. Her teaching and research interests include behavioural ethics as well as broader design and structural issues affecting investing, financial follow-through and equitable access to capital. Although Canada is her home, her client base is international. She is the Chair of the Family-Advisory Relationships Domain for the Ultra High Net Worth Institute, and a faculty member at the Financial Transitionist® Institute.

Leisa Storbeck

Partner & Head of Client Service
Gresham Partners

As Chief Client Officer, Leisa oversees the firm’s Client Service Team to ensure that the delivery of the firm’s services is consistent across all clients and of the highest quality.

Leisa joined Gresham in 2005. As Partner and member of Gresham’s Operating Committee, she works alongside the Chief Executive Officer, President, and Chief Human Resources Officer to shape the firm’s direction, nurture its culture, and manage overall operations. She is also responsible for developing team members and ensuring that they continue to expand their knowledge and capabilities.

Prior to Gresham, Leisa worked at Deloitte where she advised corporate executives and private business owners.

Outside of work, Leisa enjoys running half marathons, improving her skill at platform tennis and striving to create “Atomic Habits”.

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.

Natalie Wolaniuk

Relationship Manager
Pitcairn

As a Managing Director, Relationship Manager at Pitcairn, Natalie is responsible for developing and overseeing the implementation of long-term financial plans for our client families.

She works directly with clients to advise them on a wide array of financial matters. Natalie and her team assess client family wealth structures considering their goals to devise custom plans that meet their unique requirements. She works across Pitcairn’s Tax, Investments, and Trust Administration teams.

Prior to assuming her current responsibilities, Natalie served as a personal financial manager and personal financial analyst, performing accounting and financial analysis for clients in areas of comprehensive financial planning. She began her career at Pitcairn as a client service administrator providing support to the client relationship team as well as serving as a point person for clients, addressing their daily needs.

Natalie earned her BS in Finance and Economics from Saint Joseph’s University. She is a graduate of the Cannon Trust School and holds the designations of CERTIFIED FINANCIAL PLANNER® and Certified Trust and Financial Advisor.

Natalie stays busy listening to podcasts and keeping physically active. She plays tennis several times a week, loves to golf, and is a hiking enthusiast. Some of her most notable hikes have taken her to Peru, Costa Rica, Europe, Mexico, and most recently, climbing Mt. Elbert in Colorado, the highest summit of the Rocky Mountains.

Christopher Zander

CEO
Evercore Wealth Management & Evercore Trust Company NA

Chris Zander is the president and CEO of Evercore Wealth Management and Evercore Trust Company NA, responsible for the overall strategic direction and management of the firm in serving families, foundations and endowments across the United States.

Mr. Zander joined Evercore in 2008 as a founding partner at Evercore Wealth Management and the chief wealth and fiduciary advisor. He was named president of Evercore Trust Company in 2017, president of Evercore Wealth Management in 2019, and CEO of both Evercore Wealth Management and Evercore Trust in 2020.

Previously, he headed U.S. Trust’s multifamily office, leading teams across the country in providing ultra-high-net-worth clients and their families with investments, wealth planning and fiduciary services.

As CEO of Evercore Wealth Management and Evercore Trust Company, Mr. Zander continues to advise clients across the U.S.

He is an advisory board member of The UHNW Institute and the Northwell Health estate planning committee, and the former chairman of the executive committee of the Trust Management Association.

Mr. Zander earned a B.A. in political science from Columbia University and an MBA in finance from Fordham University.

Jill Zucker