Family Wealth Report Announces The UHNW Institute 2022 Symposium

We are excited to share that Family Wealth Report has published an announcement for The UHNW Institute’s 2022 Symposium, A Roadmap to 2030 – Serving the 100-Year Multigenerational Family, which will take place on Wednesday, November 2, both virtually and in-person in New York City.

As a partner with The UHNW Institute for this event, Family Wealth Report explains how the symposium aims to help family offices, firms and providers better serve ultra-high-net-worth clients as wealthy families continue to evolve with each generation.

“The program addresses how families are increasingly more diverse, global, non-traditional in leadership and governance, expansive in social impact, wider in generational spread, and buffeted by political polarization,” writes Family Wealth Report. “Bringing these divergent elements together requires advisors to frame conversations carefully in order to set out strategy and build close relationships over time.”

Click here to read the entire announcement by the Family Wealth Report.

In-person seats for The UHNW Institute 2022 Symposium are limited. To learn more about this year’s symposium or to register for the event click here. If you are interested in learning more about joining The UHNW Institute, please do not hesitate to contact us.

Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry