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A new era of family wealth has driven an explosive growth opportunity for providers and placed far greater demand on their resources. This webcast covers perspectives on the changing nature of demand among families of wealth, checks in on the health of the UHNW business, and discusses how firms balance growth and demand in this new era. Thomas P...

The ultra-wealth business continues to perform well, but not without some growing pains. While advisors to families of wealth benefited from a strong rebound in the markets during 2020, for some firms costs are rising faster than revenue. Now that we are in the midst of a receding pandemic, what does this look back on 2020 tell us about how prepare...

Explosive wealth growth and escalating client demands are collectively impacting the course of the Ultra-High Net Worth business. ​This webcast will discuss some of the challenges presented by this shift in our industry. Will this new shift cause a meaningful departure from common past practices and spur the adoption of new ones? How prep...

During the middle of the most challenging personal insurance market in a generation, family offices are seeking partnership and guidance more than ever. Helping family offices and wealthy families confidently manage risk and uncertainty using data-based insights, education, and consultation has been a mission for Marsh McLennan Agency Private Clien...