Insightful Education.
Actionable Ideas.
Meaningful Collaboration.
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.
The UHNW Institute Resource Library has been upgraded! The improved Resource Library is still the searchable collection of high-quality educational content you know and love. We replaced the behind-the-scenes software with a powerful knowledge management system better equipped to handle the growing collection and complex taxonomy. Members can enjoy
When we think about Investment, we naturally go to the assets families hold long-term. But this month, Investment will focus on more than the projects we fund and growth beyond our financial assets. We’ll explore the multitude of ways that UHNW families are investing— beyond the markets by incorporating social impact
In our premiere episode, listen as Steve Prostano, founder and chairman of The UHNW Institute, talks with host, Russ Haworth, about the Institute’s mission and vision, including its organic formation in 2018. Steve highlights how the Institute functions like a university, with faculty and advisory board members delivering content, programming
The Institute is thrilled to extend its heartfelt congratulations and sincere gratitude to a few remarkable members of our community who were honored at the prestigious 2024 Family Wealth Report Awards. We are delighted to recognize: Jim Grubman – Lifetime Achievement Award Mel Lagomasino – WE Family Offices – Women
We are thrilled to share that Jim Grubman, Board of Directors Member and Chair of the Content and Curriculum Committee at The UHNW Institute, Owner of Family Wealth Consulting and co-author of Wealth 3.0, was awarded the Lifetime Achievement Award at the 2024 Family Wealth Report Awards. Jim’s outstanding career
In the second quarterly newsletter of the year, you will find a Letter from the Chairman of the Board, exciting new programs that will be launched in Q2, our monthly themes, upcoming events and more. Click here to download. If you have any questions about this quarter’s newsletter or
