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WEALTH TALK: Inaugural Annual UHNW Institute Conference With Family Wealth Report

Editorial Staff

4 June 2021

Here is a short video introduction for the two-day conference in which global thought leaders in the family wealth sector gather at a virtual summit. Speakers will discuss their latest thinking and strategies for serving ultra-high net worth families, family offices, and their advisors.

In this video we have commentaries from the following individuals:

-- Stephen Prostano, founder UHNW Institute; 
-- Jim Grubman, family wealth consultant/educator; 
-- Bill Woodson, executive vice president at Boston Private; and 
-- Joe Calabrese, chief operating officer | COO | Wealth Management at KeyBank.