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.
This event is for UHNW Institute Members only. If you are not a member, we invite you to visit our membership page.
Schedule of Events
Monday, Nov. 13 – Denton’s New York
5:30 – 8 p.m.
Welcome Reception
November 13
5:30-8 p.m.
Dentons New York
1221 Avenue of the Americas, Floor 24
New York, NY 10020
Tuesday, Nov. 14 – Bernstein Private Wealth
9:00 – 9:30 a.m.
Registration, Breakfast and Networking
9:30 – 9:55 a.m.
Welcome and Introduction
9:55 – 10:30 A.m.
An Inflection Point. The Evolution of UHNW Wealth Management: At the Crossroads of Collaboration, Integration, and Transformation
10:30 – 11:15 A.m.
Industry Trends: Client Demand and Practitioner Response
11:15 A.M. – 11:30 a.m.
Break
11:30 A.M. – 12:30 P.M.
Integrated Wealth Management
12:30 – 12:45 P.M.
Break
12:45 – 1:30 P.M.
Working Lunch – Beyond the Noise: Impacts of AI & Its Applicability to The Wealth Management Industry
1:30 – 1:40 P.M.
Break
1:40 – 2:30 P.M.
Macro/Systemic & Strategic Considerations for Integrated Wealth Management
2:30 – 3:15 P.M.
Micro/Client Facing Requirements for IWM
3:15 – 4:00 P.M.
Breakout Groups
4:00 – 4:15 P.M.
Break
4:15 – 5:00 P.M.
Breakout Group Synthesis and Takeaways
5:00 – 5:20 P.M.
Concluding Remarks
5:30 – 6:30 P.M.
Cocktails
7 – 9 P.M.
Dinners
Speakers and Panelists
Welcome Reception
Hotel Recommendations
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.
