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.
Virtual Roundtable Replay: The Evolving Family Enterprise In our latest virtual roundtable, experts examined the evolving roles and challenges within family enterprises. This session featured a panel of experts who shared their perspectives on the evolving nature of family enterprises and how they continue to grow and succeed across generations.
Matter Family Office Announces Strategic Minority Investment From BW Forsyth Partners The Institute wishes to acknowledge Matter Family Office’s recent strategic minority investment from BW Forsyth Partners, which aims to enhance Matter Family Office’s ability to provide multi-generational family office solutions that align with the goals of their clients. BW
The UHNW Institute Featured in a Family Wealth Report Article We are pleased to share that we were recently featured in Family Wealth Report in anticipation of the Fourth Annual UHNW Institute Symposium, The Future of Family Wealth Advising: Positioning Your Firm for Success. The article highlights the critical themes and topics that
October Roundtable: Research from the Philanthropy and Social Impact domain to support practice, education, and training This month, we invite you to join the Institute’s experts on October 24th at 4 p.m. ET for an insightful discussion with leaders from the Philanthropy and Social Impact domain. As Wealth 3.0 calls
New Podcast Episode: Estate Planning and Legal Issues In the latest episode of The UHNW Institute Podcast, host Russ Haworth is joined by Kim Kamin, Principal and Chief Wealth Strategist at Gresham Partners LLC and Chair of Estate Planning & Legal Issues Domain at The Institute. Kim unpacks estate planning, covering
Welcome New Advisory Board Member, William (Bill) Kambas We’re pleased to announce that William (Bill) Kambas, a partner on the Private Client and Tax team at Withers Bergman LLP, has joined The UHNW Institute Advisory Board. Bill brings a remarkable depth of knowledge in tax planning, specializing in multi-national and
