Insightful Education.
Actionable Ideas.
Meaningful Collaboration.
The UNHW Institute
2024 Symposium
The Future of Family Wealth Advising: Positioning Your Firm for Success
Nov 13-14, 2024
Featuring even more opportunities for connection, collaboration and education!
The Institute is pleased to announce our recently updated membership tiers with enhanced offerings and more opportunities to access resources and participate in member events.
The UHNW Institute’s 2024 Program calendar is now available.
Download the 2024 UHNW Program Calendar and join the Institute for a year of content aligned with the Ten Domains of Family Wealth.
2025 Clinics on the Horizon – Fresh Perspectives, New Format Through research, surveys and member feedback, we have found that many members place a high priority on improving their practice management expertise. Given the depth and breadth of experience of our community, we are uniquely positioned to meet this need.
The UHNWI Institute JANUARY 2025 MONTHLY THEME – Strategic Planning for the New Year: Getting Your House in Order Happy New Year! During the recent UHNW Institute Symposium, many of you were introduced to the Institute’s new Wealthesaurus, an online glossary of terms related to the UHNW space meant
New Podcast Episode: Managing Risk for Ultra-High-Net-Worth Families with Linda Bourn In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Linda Bourn, National Director, Family Enterprise Risk Practice at Alliant Private Client and the Risk Management Domain Chair at the Institute, to discuss how ultra-high-net-worth families
December Webinar Replay: Serving the Whole Client: Holistic Advisory of Modern Families Our final webinar of 2024, Serving the Whole Client: A Conversation on Holistic Advisory of Modern Families, part of our Building Advisory Skills with Nontraditional Clients and their Families series, is now available for replay in the Resource Library.
Redefining Wealth Management: Highlights from the UHNW Institute Symposium The latest Family Wealth Report article captures the discussions and takeaways shared at the 4th Annual UHNW Institute Symposium. Through real-world case studies, practical tools and expert perspectives, the Symposium emphasized how firms can meet the unique needs of UHNW families through Integrated
Curated Giving with the UHNW Institute’s Holiday Gift Guide The UHNW Institute is introducing its inaugural Holiday Gift Guide, featuring a curated selection of gift ideas inspired by the Ten Domains of Family Wealth. This guide emphasizes practicality, education and meaningful choices that reflect the values of ultra-high-net-worth families and their advisors
