The Annual UHNW Institute 2022 Symposium in partnership with Family Wealth Report

Overview

A Roadmap to 2030

Serving the 100 Year, Multigenerational, Evolving Family with Excellence

Dramatic changes in the industry are occurring at a rapid pace as the clients we serve are evolving in unprecedented ways. Compared to the family of even ten years ago, families are increasingly more diverse, global, nontraditional in leadership and governance, expansive in social impact, wider in generational spread, and buffeted by political polarization. With those shifts come changes in how generations operate, communicate, and relate to each other and to the family offices, firms, and providers who serve them. Their voices will be heard very differently than the client who may have established the initial relationship with the firm.

To help their clients in optimal ways, advisors and family offices must respond with proactive, positive, integrated services. This will also realistically support firms and providers to not get left behind as the industry shifts. What does the UHNW Institute see for trends impacting the client side and the parallel adaptations required for the provider side – not someday but now?

Using the Ten Domains as a roadmap to navigate the highly dynamic wealth management landscape, we will identify the ways that advisors can use this framework to better serve their clients.

The symposium will take place in-person on Wednesday 2 November 2022, at the Dentons office in New York. It will also be livestreamed.

Conference registration

Please register here to sign up for the symposium. You will have an option to register for in-person or virtual attendance.

In the meantime, for any questions, please email Chloe Evans, Director of Administration at The UHNW Institute.