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Thank you for Attending the 2023 Symposium
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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.
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Key Takeaways from the 2023 Symposium
“We must continue to evolve and think about the drivers for our clients to ensure we’re adding value, 2 – we have an amazing network of professionals from whom we can gain the insights we need to deliver superior results, and 3 – the UHNW Institute is an amazing organization.”“Wealth 3.0 is not only here to stay, but it is getting supercharged and the UHNW Institute is best poised to bring these best practices to the industry.”“Integrated Wealth Management isn’t for everyone – and that isn’t a bad thing.”“I came away with lots of ideas I can implement in my practice.”“Achieving a fully integrated culture takes time, patience and likeminded leaders.”“Integration is vital. Institutional change needs to come from leadership. Diversity and equity helps everyone.”
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Watch the Videos
What Integrated Family Wealth Management Looks like in Real Life
Transforming Your Business Model
Beyond the Noise
What and Why of Integration
Scalability v. Customization: Striking a Balance That Best Serves UHNW Clients
2023 Event Photos
Speakers and Panelists
Stephen Harris – Emcee
CEO
ClearView Financial Media
Joe Calabrese
Chief Operating Officer
Wealth Management, KeyBank
Read Bio
Amy Hart Clyne
Chief Knowledge & Learning Officer at Pitcairn
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Katherine Dunlevie
President & CEO
The Family Office at Synovus
Betsy Erickson
Head of Family and
Individual Services
John Froese
Director, Head of Banking & Wealth
Management – Google Cloud
Abhinav Goel
EY Americas Wealth and Asset Management AI Leader
Jim Grubman
Owner
Family Wealth Consulting
Wally Head
Founder & Principal
Personal Fiduciary Advisors, LLC
Dennis Jaffe
Senior Research Fellow
Banyan Global
Richard Joyner
Independent
Consultant
Kristin Keffeler
Chief Learning Officer
Johnson Financial Group
Angelique LeDoux
Managing Editor
The UHNW Institute
Kathy Lintz
Partner & Managing Member
Matter Family Office
Sean Markert
Account Manager Quiantiphi
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Tom McCullough
Chairman & CEO
Northwood Family Office
Jamie McLaughlin
Founder and CEO
J. H. McLaughlin & Co., LLC
Thom Melcher
Director of Private Wealth
Managing Director
Susan Mucciarone
Wealth And Investment Management Industry Leader
David Novick
Managing Director, Private Family Enterprises at PwC
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Nicole Perkins
Director of Client Experience & Development, Gresham
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Stephen Prostano
Chairman of Board
The UHNW Institute
Laurent Roux
Independent Director
Willow Street
Danielle Vlakner
Partner, US Family Office Leader
at PwC
Randy Webb
Senior Advisor
Family Office Solutions
Christopher Zander
President and CEO
Evercore Wealth Management and Evercore Trust Company
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Michael Zeuner
Managing Partner
WE Family Offices
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.
2023 Symposium Educational Partners
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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.