The UHNW Institute’s Integrated Wealth Management Strategic Initiative

The UHNW Institute was founded largely due to a recognition that the wealth management industry is struggling to deliver integrated wealth management (IWM) solutions for UHNW families.  Many families need clarity regarding the benefits provided by an IWM solution tailored to their circumstances.  Addressing this situation is a foundational initiative of the Institute.

The Institute’s IWM Initiative is addressing this situation in several ways:

The Institute would like to thank and highlight the work being done by the two leaders of its IWM Initiative, Katherine Dunlevie, CEO and president of The Family Office at Synovus and advisory board member of the UHNW Institute, and Wally Head, founder and principal of Personal Fiduciary Advisors and founding board member of the UHNW Institute, as well as the other members of the IWM Initiative’s Steering Committee.

For additional background on this rapidly developing topic, including the role of integrated wealth advisors and teams, you can listen here to Wally Head being interviewed by Peter Moustakerski, CEO of the Family Office Exchange (FOX).