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.

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.


11:30 A.M. – 12:30 P.M.

Integrated Wealth Management

12:30 – 12:45 P.M. 


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. 


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.


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.


7 – 9 P.M. 


Speakers and Panelists

Stephen Harris – Emcee

ClearView Financial Media

Joe Calabrese

Chief Operating Officer Wealth Management, KeyBank

Amy Hart Clyne

Chief Knowledge & Learning Officer at Pitcairn

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

Family Wealth Consulting

Wally Head

Founder & Principal
Personal Fiduciary Advisors, LLC

Dennis Jaffe

Senior Research Fellow
Banyan Global

Richard Joyner


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

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

Nicole Perkins

Director of Client Experience & Development, Gresham

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

Michael Zeuner

Managing Partner
WE Family Offices

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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.