The Evolution of UHNW Wealth Management:
At the Crossroads of Collaboration, Integration and Transformation
November 13-14, 2023 | New York City
Through one of the Institute’s key initiatives, Integrated Wealth Management (IWM), we’ll explore what the industry could look like when we unleash the power of collaboration and integration. Event sessions will examine the evolution of the wealth management industry, focusing on experiences from the past, trends and practice settings of the present, and imminent changes that will shape the future of wealth advising.
Key Takeaways from the 2023 Symposium
Speakers and Panelists
Symposium Venue
The UHNW Symposium is an
in-person and virtual event that took place at Bernstein Private Wealth, 1345 Avenue of The Americas, 41st Floor, New York, NY 10105.
About The UHNW Institute
As a nonprofit think tank and learning exchange,
The UHNW Institute is elevating the wealth management industry to a new standard so that families and their advisors can foster prosperous and meaningful relationships from one generation to the next. If you are interested in learning more about membership, please visit our membership page.
