THE UHNW INSTITUTE MASTERCLASS: The Art of Facilitation

Thursday, March 16, 2023, from 5– 6:30 p.m. ET

Families of wealth, like all families, can face serious impediments to success as a result of unhelpful or difficult communication patterns. When conflicts threaten to derail the family itself, UHNW advisors and firms often scramble to repair impending rifts when the damage has been building for years.

The 2022 UHNW Institute Symposium shed light on this issue. It highlighted the growing need for advisors to be better overall facilitators for the family, not just great experts able to provide advice. Whether you have years of extensive knowledge with UHNW families or are still learning through anecdotal experiences, sometimes good advice alone does not stick.

As advisors and facilitators, we need deeper skills to help clients examine, negotiate, and implement their next steps. To help develop these skills, The Institute is pleased to present its premiere Institute Masterclass on The Art of Facilitation.

This Masterclass will explore:

• Core elements of facilitation skills
• What commonly stands in the way of facilitating rather than advice-giving
• How to resist the temptation to ‘be right’ rather than helpful
• The special art of facilitating in group settings
• Giving and receiving constructive feedback
• Understanding learning models helpful for particular families
• Fine-tuning abilities through practice and role-playing typical client scenarios

As a result of this 90-minute virtual Masterclass, you will have gained new tools and skills for helping families shift their thinking, build consensus, and foster action that leads to tangible results.

 

Meet the Panelists:

Welcome Host with an Introduction to the New UHNW Institute Masterclass Series:

Stephen Prostano, Partner, PKF O’Connor Davies.

Facilitators:

Natalie McVeigh, Managing Director, Eisner Amper; UHNW Institute Faculty, Domain Chair: Family-Advisory Relationships. Ms. McVeigh is an executive and entrepreneurial coach and practitioner in neuroscience with expertise in complex conflict resolution.

Stacy Allred, Senior Managing Director, Head of Family Engagement & Governance of First Republic Investment Management; UHNW Institute Faculty, Domain Chair: Leadership & Transition Planning and Learning, Development, & the Rising Generation. Ms. Allred has extensive industry experience working with HNW and UHNW families in large institutional financial firms.

Moira Somers, PhD. Founder, Money, Mind & Meaning; UHNW Institute Faculty, Domain Chair: Family Dynamics. Dr. Somers is a clinical neuropsychologist, professor, and financial psychology expert who divides her time between training/consultation and direct client services for HNW and UHNW clients.

 

THE UHNW INSTITUTE MASTERCLASS: The Art of Facilitation is a complimentary benefit for Institute members. As we continue to foster thought leadership within our industry, we invite members to share the opportunity to learn with your firm, including emerging leaders, at no additional fee.*

 

NOTE: *The new Masterclass Series will be available for non-members for a nominal fee to introduce the Institute programming and value to a wider audience. Please consider sharing with your networks to those who may find the topics of keen interest. Membership will receive registration information well in advance of non-members if space is at a premium.  

 

Please contact us to register today and learn more about joining The UHNW Institute.