Please join us in welcoming three new faculty members to The UHNW Institute: Bryn Mars Monahan, Meredith Thomas Straight and Cindy L. Steeb. Drawing from a wealth of expertise in estate planning, investment management, and family dynamics, we are excited about the contributions of these industry specialists. They will play a vital role in The Institute’s education of members on the latest topics, insights and strategies for serving ultra-high-net-worth families amidst the industry’s ongoing advancements and transformations. Learn more about their experience and expertise below.

 

Bryn

Bryn Mars Monahan, MBA


Family Enterprise Consultant
Relative Solutions
View LinkedIn Here and Bio Here

Meredith

Meredith Thomas Straight

Consultant
Renkert Thomas Consulting
View LinkedIn Here and Bio Here

Cindy

Cindy L. Steeb, JD, MBA

Senior Managing Director
Clearstead
View LinkedIn Here and Bio Here

 

As always, if you are interested in becoming a member of The UHNW Institute, please do not hesitate to contact us.

Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry