We are excited to continue supporting The UHNW Institute in bringing insights and resources to the UHNW community as a 2024 Symposium Educational Partner. We look forward to gathering in NYC next week to learn, connect, and collaborate!
The Fourth Annual UHNW Institute Symposium is right around the corner, and we’re grateful to our Educational Partners for making it happen:?Andersen Tax & Legal,?Brown Advisory,?Family Wealth Report, KeyBank,?Matter Family Office,?Mayo Clinic,?PKF O'Connor Davies,?PwC, Strategic Philanthropy, Ltd.,?UBS?and?Wealth Matters Consulting. This year’s event focuses on?The Future of Family Wealth Advising: Positioning Your Firm for Success. We’ll dive into Integrated Family Wealth Management (IFWM), explore new service delivery models and unveil recently developed Institute resources. There will also be plenty of opportunities to network and learn from others in the industry. Members, register by Friday and join us?in person or virtually:??https://lnkd.in/eWdgZGun #UHNW #wealthmanagement #familywealth