Aligning with January’s Collaboration: Strategic Planning theme, our latest UHNW Institute Masterclass was all about collaboration. This virtual course offered engaging, hands-on learning led by Natalie McVeigh, managing director at Eisner Advisory Group, LLC, with James Grubman, PhD, owner of Family Wealth Consulting.

Collaboration is often emphasized in successful business programs, but it’s particularly crucial when working with ultra-high-net-worth families. Effective collaboration is crucial for navigating the complex services these families and enterprises need; however, determining the best people and approaches can be challenging. To help address this issue, we dove into effective collaboration behaviors, practices and strategies in this interactive workshop.

To further enhance your knowledge on the topic, we suggest exploring this month’s Collaboration Toolkit, brimming with various curated resources, including books, articles, tools and more. If you have any questions, please do not hesitate to contact us.


Meet the Facilitators:

Natalie McVeigh

Managing Director at Eisner Advisory Group, LLC

Chair of the Family-Advisory Relationships Domain at The UHNW Institute


James Grubman, PhD

Owner of Family Wealth Consulting

Board of Directors and Head of the Content and Curriculum Committee at The UHNW Institute