The UHNW Masterclass: Collaboration

Thursday, January 25, from 5 – 6:30 p.m. ET

Aligning with January’s Collaboration: Strategic Planning theme, our next UHNW Institute Masterclass is all about collaboration. Join us for this skills-based, virtual course offering 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 discussed in successful business programs; however, it is also essential 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 will dive into effective collaboration behaviors, practices and strategies in this interactive workshop. We also invite members to come with questions and concerns to examine this intricate topic more closely.

In preparation for this masterclass and to further enhance your knowledge, we suggest exploring this month’s Collaboration Toolkit, brimming with various curated resources, including books, articles, tools, and more.

Members may register for this UHNW Institute Masterclass on the portal here. If you want to learn more about joining The UHNW Institute and attending this virtual course as a non-member, 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