The financial arena is constantly evolving, and ultra-high net worth individuals are evolving with it. As a result, the wealthy clients you have been serving for decades are NOT the clients you will be serving in the future. To help you effectively handle this transition, the UHNW Institute compiled a panel of industry thought leaders to offer insight into the current short-term trends among UHNW clients and place predictions for emerging trends in 2023 and beyond. During this roundtable, panelists offered an inside look at UHNW emerging trends in areas such as lifestyle, health and wellbeing, philanthropy and social impact, and investments.

Some of the specific topics discussed during this event include:


The video replay from this Leaders’ Council Event is available for UHNW Institute members in the member portal here.

If you are interested in learning more about joining, please do not hesitate to contact us.


Meet the Panel: