Virtual Roundtable Discussion – Leading with Legacy: Discovering the Voice & Shared Purpose of the Multigenerational Family

Thursday, December 7 from 4:00 – 5:30 p.m. ET

While wealth management advisors may support the client’s journey from mission to vision and values, its investment and financial needs, and philanthropic giving aspirations, few concentrate on ways to capture the family’s long-term legacy goals and voice. In the spirit of the season, we will explore ways families are connecting their family stories to purpose during The UHNW Institute’s December roundtable, Leading with Legacy: Discovering the Voice & Shared Purpose of the Multigenerational Family.

We’ll start with families on a mission to find a shared purpose, including research on meaning, values and purpose. We’ll uncover what we mean by the word ‘legacy’ and explore ways that families and firms are capturing the voices beyond the wealth creator and discovering a shared purpose among the families they serve. We’ll learn about technologies and services that go beyond family storytelling and ‘legacy films’ toward a fuller understanding of each member.

Join us to learn how you can support multigenerational families as they discover their collective voice and a shared purpose that clarifies learning goals, philanthropic endeavors, and social impact/ investments while supporting connectedness and family dynamics.

Members may register for the December roundtable on the portal here. If you are interested in learning more about joining The UHNW Institute, please do not hesitate to contact us


Meet the Speakers:


Amy Hart Clyne, Chief Knowledge and Learning Officer at Pitcairn


Stephen D. Smith, Co-Founder of StoryFile

Dr. Rick Stevenson, Founder and Storyteller, Filmmaker, Speaker at StoryQ

Stan Treger, Behavioral Insights Advisor at Northern Trust Corporation

Dune Thorne, Chief Strategy Officer of U.S. Private Client, Endowment & Foundation Business, at Brown Advisory