Head of Marketing Kelly Lora Ewart is serving as a panelist at the UHNW Institute Symposium in New York City.  The panel, titled “The Evolving Needs & Key Trends of the UHNW Family: Why Providing Integrated Wealth Management for Families of Wealth is Mandatory for the Firm of the Future,” will explore how wealthy families today are increasingly diverse regarding race, ethnicity, gender, culture, and family structure, often spanning multiple generations.