At UHNW Institute Summit, Nicoletta Kotsianas Discusses the Power of Specialized Expertise

Jetty Partners Chief Professional Officer and Co-Founding Principal Nicoletta Kotsianas recently participated as a panelist at the 2026 UHNW Institute Women’s Leadership Summit in Palm Beach, speaking on “Advisor Education: Incorporating the Benefits of Third-party Expertise Into Your Offering.”

The discussion focused on the evolving role of advisors as collaborative partners who help families make informed decisions through education, governance, and specialized expertise. Throughout the summit, speakers emphasized that successful wealth transitions depend not only on financial planning, but also on preparing family members through education, communication, and intentional leadership across generations.

As an educational partner of the UHNW Institute, Jetty Partners is proud to support efforts that strengthen advisor capabilities and help families navigate the increasingly complex responsibilities that accompany significant wealth.

A full summary of the conference is available here.