Replay – The UHNW Institute Masterclass: The Art of Facilitation


On Thursday, March 16, The UHNW Institute held its inaugural Masterclass: The Art of Facilitation, where experts discussed facilitation and the importance of creating effective conditions for it. Facilitation falls on a spectrum from one-on-ones, to small groups, to multi-generational families. If you were unable to attend, the below video replay covers many of the topics discussed, including the need to put one’s subject matter expert hat aside and switch to a facilitator hat, with a different group of skills, to become a better facilitator.

This UHNW Institute Masterclass also highlighted:

We’d like to thank the following facilitators for contributing their expertise:

Stacey Allred, Senior Managing Director of First Republic Investment Management

Natalie McVeigh, Managing Director at EisnerAmper

Dr. Moira Somers, Founder of Money, Mind & Meaning

The video from this Masterclass is available for UHNW Institute members in the member portal here. Stay tuned for our next Masterclass in June!

If you are interested in learning more about membership, please contact us.


To further enhance our programming and member experience at The Institute, we welcome all feedback and have started to distribute surveys to attendees. In this light, we would like to share some survey results following the launch of The UHNW Institute Masterclass Series. Participants reported:

“I rarely give top marks to these types of webinars. Topic expert leaders, good frameworks, tools and content to reference, breakout experience/participation, flexibility to adjust on the fly (modeling good facilitation).” – member of The UHNW Institute