The challenges facing advisors and their clients were discussed at a recent webinar hosted by the UHNW Institute, in association with Family Wealth Report. The Institute has built a methodology – the “10 Domains of Family Wealth” – that is increasingly used by firms and institutions in framing conversations, training and development.
On the webinar were Katherine Dunlevie, from The Family Office at
Synovus; James Grubman, of Family Wealth Consulting; Wally Head,
of Personal Fiduciary Advisors LLC, and Dune Thorne of Brown
Advisory. The webinar was moderated by Tom Burroughes, Group
Editor of FWR.