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:
- How is the current economic backdrop shaping some of the conversations advisors are having with clients? Is this just background noise or something more fundamental?
- What are the most urgent issues arising for advisors in the face of a broader, more diverse, more demanding family system?
- What are some of the benefits of utilizing the Ten Domains of Family Wealth framework for advisors and families?
- Where has the business of advising ultra-wealthy families made the most progress over the past five years, where it has made it the least, and why?
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:
Moderator – Tom 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
Panelist – Wally Head, Founder and Principal of Personal Fiduciary Advisors LLC
Panelist – Dune Thorne, Chief Strategy Officer of Brown Advisory