Redefining Wealth Management: Highlights from the UHNW Institute Symposium
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 Wealth Management (IWM). Key highlights […]
Curated Giving with the UHNW Institute’s Holiday Gift Guide
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 relevant for clients and colleagues […]
The UHNWI Institute DECEMBER MONTHLY THEME – Family Dynamics
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 learning and opportunities for connection […]
Collegium VII: Defining and Achieving Business Sustainability
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 supporting meaningful client relationships. The […]
Special New Podcast Episode: Collaboration and Integration in Healthcare
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 executive health. They explore the […]
Groundbreaking Industry Glossary Featured in Family Wealth Report
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 and is currently available only […]
Practical Guidance for Attorneys in the Wealth 3.0 Paradigm
Practical Guidance for Attorneys in the Wealth 3.0 Paradigm This newly available article from UHNW Institute members Kim Kamin (Domain Chair, Estate Planning & Legal Issues Domain) and Jim Grubman (Chair of the Content and Curriculum Committee) offers practical advice for attorneys adopting a Wealth 3.0 approach to serving families with significant wealth. Titled How to […]
Thank You to the Educational Partners of The Fourth Annual UHNW Institute Symposium
Thank You to the Educational Partners of The Fourth Annual UHNW Institute Symposium The Fourth Annual UHNW Institute Symposium was a tremendous success thanks to the incredible support of our Educational Partners. We extend our gratitude to Andersen, Brown Advisory, Family Wealth Report, Key Private Bank, Matter Family Office, Mayo Clinic Executive Health, PKF O’Connor […]
Serving the Whole Client: A Conversation on Holistic Advisory of Modern Families
Serving the Whole Client: A Conversation on Holistic Advisory of Modern Families Don’t miss out on our last webinar of 2024, December 12 at 12 noon ET, Serving the Whole Client: A Conversation on Holistic Advisory of Modern Families. This will be part 2 of our 4-part webinar series for Building Advisory Skills with […]
THE UHNW INSTITUTE NOVEMBER THEME: INTEGRATED FAMILY WEALTH MANAGEMENT
THE UHNW INSTITUTE NOVEMBER THEME: INTEGRATED FAMILY WEALTH MANAGEMENT We look forward to seeing you at the Fourth Annual UHNW Institute Symposium in NYC on Wednesday and Thursday, November 13 and 14th for The Future of Family Wealth Advising: Positioning Your Firm for Success! Whether you’re live in NYC or attending virtually, we’ll explore the […]
