The UHNW Institute launches a new member series featuring conversations about why professionals choose to join and what they’ve gained from membership. This month, we spotlight Luke Jernagan, managing director of family learning at Matter Family Office.
Luke has found the Institute’s Ten Domains of Family Wealth framework invaluable when working with families. By walking clients through the framework, he’s able to show them not only the full scope of their wealth needs but also the complete range of services his firm can provide. It’s a bridge between complexity and clarity that strengthens the relationship from the start.
Beyond that specific tool, Luke points to the Institute’s webinars, research output and annual symposium as resources that continuously raise the standard across the profession.
Watch the video to hear more from Luke.
