Back in 2018 The Family Wealth Report bought together a panel of advisers to ultra high net worth families and discussed how effective business models were at serving the complex needs of these families.
Their conclusion was that, whilst there were great firms serving the space, there was no stand out model that fully served these families. In addition, when speaking to families who had attended the conference it became really clear that there was a lot of confusion amongst these families with them not understanding the value proposition of the business models.
And so the journey to creating The Ultra High Net Worth Institute began.
Hear more from this story and the impact that The Institute are looking to have in my discussion with Steve Prostano.
You can find out more about The Ultra High Net Worth Institute by heading over to their website: www.uhnwinstitute.org
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