UHNW Institute

Webinar: How Economic Challenges Shape Advisor-Family Dynamics

Editorial Staff January 10, 2023

Webinar: How Economic Challenges Shape Advisor-Family Dynamics    placholder image
Duration: 0.00

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. 

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