The inaugural UHNW Institute’s Women’s Summit will take place April 30-May 1, 2025, bringing together leading voices in family wealth to share perspective, experience and practical approaches to generational transition and leadership.
The program opens with a casual networking event and dinner in West Palm Beach, followed by a full day of sessions exploring wealth transfer, family governance, leadership readiness and the changing role of women as decision-makers.
We’re proud to welcome an exceptional group of speakers across industries and disciplines. Their work reflects both professional expertise and a deep understanding of family dynamics and enterprise.
Meet the Speakers
Meg Sreenivas
Associate Partner
McKinsey & Company
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Jill Zucker
Senior Partner & Co-Leader, Growth Transformation Service Line
McKinsey & Company
Harmony Abney
Director, Governance + Education
AlTi Tiedemann Global
Sharon Klein
EVP, President
Wilmington Trust
Angelique LeDoux
Managing Editor
The UHNW Institute
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Rebecca Meyer
Partner
Relative Solutions
Stacy Allred
Managing Director, Head of Family Engagement & Governance
J.P. Morgan Wealth Management
Amy Hart Clyne
Chief Knowledge and Learning Officer
Pitcairn
Kathy Lintz
Partner, Managing Member
Matter Family Office
Jen Murtie
Partner and Chief Wealth Advisory Officer
Ballentine Partners, LLC
Linda Mack
Founder and President
Mack International, LLC
Doris Meister
Chairman and CEO (Retired), Wilmington Trust
CEO, Cove Hollow Advisors, LLC
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Diana Clark
President
Intent Clinical
Betsy Erickson
Managing Director, Head of Family and Individual Services
Arabella Advisors
Dune Thorne
Partner and Chief Strategy Officer
Brown Advisory
Rosa McCormick
President
Key Light Capital
Erika Shaw
Executive Director
J.P. Morgan Private Bank
Kristen Oliveri
Senior Family Office Advisor
The UHNW Institute
Christie Houlihan
Executive Director, Senior Family Office Advisor
J.P. Morgan Private Bank
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Special thanks to our event sponsors—Mack International, Matter Family Office, Strategic Philanthropy and Wealth Matters Consulting—for their support of this important gathering.
To learn more about The UHNW Institute or future programming, visit uhnwinstitute.org or contact us directly.
