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.
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
The UHNWI Institute DECEMBER MONTHLY THEME – Family Dynamics Happy Holidays, We are grateful to our board, faculty and membership for the collaboration that helped make the 4th Annual UHNW Symposium the best year yet. A combination of training — the product of our community’s unique thought leadership — shared
Collegium VII: Defining and Achieving Business Sustainability UHNW Institute Collegium VII, held on October 8, at BMO offices in Chicago, brought together industry leaders to address the challenges of sustainable growth in wealth management. Hosted by Jamie McLaughlin the event featured thought-provoking discussions on improving firm structures, refining service models and
Special New Podcast Episode: Collaboration and Integration in Healthcare As a follow-up to the sneak-peak debuted at the Symposium, this episode of The UHNW Institute Podcast features the full conversation between Dr. Jim Grubman and Dr. Amirala Pasha as they discuss the differences between collaboration and integration in healthcare, focusing on
Groundbreaking Industry Glossary Featured in Family Wealth Report The UHNW Institute’s Wealthesaurus™ was unveiled at our Symposium in New York and featured prominently in a Family Wealth Report article. This first-of-its-kind glossary defines over 70 terms in family wealth advising, providing clarity and consistency for advisors and clients. The Wealthesaurus™ is still in development
