Ken Haman

Ken Haman, Managing Director at the AllianceBernstein Advisor Institute and a psychotherapist, shares insights into the unique needs of ultra-high-net-worth clients. He discusses how these clients face identity challenges after wealth events, emphasizing the importance of a purposeful approach rather than just managing assets. Ken highlights common advisor mistakes, such as treating wealth as purely a financial issue, and stresses the need for aligning values and family visions in estate planning. Engaging the next generation in this process is also crucial for maintaining family cohesion.