Thought Leader & Industry Innovator Webinars

The Importance of Tailored Advisory for the Modern Family will explore a shared but often unspoken dynamic in advisory relationships: the experience of disenfranchisement felt by both clients and advisors when traditional frameworks fall short. At the heart of the conversation is the recognition that today’s “modern family” often extends beyond conventional definitions—yet advisory models have been slow to evolve. This is particularly evident in the experiences of LGBTQ high-net-worth and ultra-high-net-worth individuals and families, where quantitative data remains limited and industry knowledge gaps persist. While many are served by existing financial providers, these relationships can lack the depth of understanding required to navigate nuanced family structures, historical context, and current challenges. The absence of a centralized network of LGBTQ-informed advisors further underscores the need for more intentional, tailored approaches.