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.
Meet the Educational Partners behind The Fourth Annual UHNW Institute Symposium We’re looking forward to seeing members at The Fourth Annual UHNW Institute Symposium on November 13-14, 2024, in New York City. This year, we’ve received some incredible support from our Educational Partners: Andersen, Brown Advisory, Family Wealth Report, KeyBank,
In the fourth quarterly newsletter of the year, you will discover insights from our Chairman of the Board, fresh additions to the Resource Library and more. Plus, with the UHNW Institute 2024 Symposium coming this November, there’s plenty to look forward to. Read more here: Click here to download.
Congratulations to UHNW Institutes Jim Grubman We proudly extend our warmest congratulations to UHNW Institutes Content & Curriculum Committee Chair, Jim Grubman, on his recognition as the 2024 Richard Beckhard Practice Award recipient by the The Family Firm Institute (FFI). This prestigious award highlights outstanding contributions to family business practice, a field where Jim
Q4 Featured Advisory Board Member Q&A – Doris Meister Why did you join the Institute? Because I believe in our mission and I enjoy working with my peers throughout our industry. The Institute is committed to advancing the practice of integrated wealth management which is a very challenging mission. Having
Collegium VII Recap: Sustainable Growth in Wealth Management On October 8, The UHNW Institute hosted the Collegium VII at the BMO offices in Chicago. Facilitated by Jamie McLaughlin, the event brought together UHNW wealth management leaders to examine practical strategies for sustainable growth in a complex industry. Key topics included
Intent Clinical: A Symposium of Legal, Financial, Family Office and Clinical Experts Institute Enterprise Member, Intent Clinical, will host a symposium on November 5th in Chicago, bringing together industry experts to discuss strategies for supporting families through crises. Panelists include UHNW Institute members Dr. Zachary Faas, Sam van Kalkeren (Intent
