Overview
A new era of family wealth has driven an explosive growth opportunity for providers and placed far greater demand on their resources. This webcast will cover our perspectives on the changing nature of demand among families of wealth, check-in on the health of the UHNW business and discuss how firms balance growth and demand in this new era.
Thomas P. Melcher, Director of Private Wealth, Glenmede
David Toth, President of Membership, FOX
Date Published: Wednesday, September 6, 2023