Practice Management Clinic Report Now Available: From Pain Points to Possibilities

The full report from our September 2025 Practice Management Clinic, From Pain Points to Possibilities: The Future State of UHNW Technology, is now available on our member portal.

Facilitated by John Dowd (Fiduciary Trust International), with panelists Dr. Tania Neild (InfoGrate), Rod Sayegh (Fiduciary Trust International), and Will Trout (Datos Insights), the session explored the Technology pillar of the Building Blocks of Practice Management.

Panelists discussed:

• The evolving landscape of advisor and client tools for UHNW families
• Integration challenges
• Strategies to drive advisor adoption and ROI
• The potential of newer technologies like AI, blockchain, and behavioral finance
• Cybersecurity risks and the importance of organizational strategy

To read the full report, click here.

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