Between a world of high inflation, rising interest rates and market volatility, families across the country are facing a wide range of difficulties – even those among the ultra-high net worth. In light of this environment, the UHNW Institute partnered with Family Wealth Report for the publication’s latest Wealth Talk webinar to provide insight into the current economic challenges facing advisors and their affluent clients, and how understanding the Ten Domains of Family Wealth can help circumvent them.

Some of the specific questions addressed during this webinar include:

Click here to watch the webinar today.

If you have any questions about the topics discussed during the webinar or joining The UHNW Institute, please do not hesitate to contact us.


Meet the Panelists:

ModeratorTom Burroughes, Group Editor of Family Wealth Report

Panelist – Katherine Dunlevie, President and Chief Executive Officer of The Family Office at Synovus

Panelist James Grubman, Owner of Family Wealth Consulting

PanelistWally Head, Founder and Principal of Personal Fiduciary Advisors LLC

PanelistDune Thorne, Chief Strategy Officer of Brown Advisory