Highlights from the Inaugural UHNW Institute Conference
Some of the most pressing issues that face family offices, their members, and the advisors working with them, were put under the microscope in a two-day conference held by the UHNW Institute last week. This is a summary of the main discussions, with video clips alongside.
An inside look at our upcoming conference in partnership with Family Wealth Report
Scheduled for the mornings of June 8th and 9th, attendees to the upcoming UHNW Institute conference in partnership with Family Wealth Report have a chance to tap into actionable strategies from a series of expert panels. You can take an inside look at what our host and moderators have planned.
Inaugural Annual UHNW Institute Conference With Family Wealth Report
On June 8 and 9, global thought leaders in the family wealth sector will gather at a virtual summit to discuss their latest thinking and strategies for serving ultra-high net worth families, family offices, and their advisors.
Creating Connected Trusting Relationships with Clients: Guide to an Integrated Discovery Process
When an ultra-high net worth advisor gets a call from a prospective client, it can lead to a multifaceted engagement, a minor service, or even no service at all. This article, from senior figures in the North American industry, explores how to achieve the best outcome.
The Family Business Podcast – Steve Prostano
Hear a podcast interview with Steve Prostano, founder of The UHNW Institute and a Partner with PKF O’Connor Davies. Steve talks with Russ Haworth, host of The Family Business Partnership Podcast.
Family Office Solutions For Physical And Health Issues
Families often need to be supported so they can work through complicated medical and psychiatric problems, and handle sometimes fraught conversations when problems arise. This White Paper sets out pointers.
Putting It All Together: Achieving Best-In-Class Integration in Wealth Management
Joe Calabrese, a founder and Advisory Board member of The UHNW Institute, shines the spotlight on a chronic shortcoming among advisors to the ultra-wealthy: their frequent inability to seamlessly integrate and coordinate all the various services being provided to a particular client.
Meet the Experts: Susan Winer, Strategic Philanthropy, Ltd.
Dennis Jaffe, PhD interviews Susan Winer, the domain champion for Social Impact and Philanthropy. The conversation focused on how families can effectively and successfully use philanthropy to share family values across generations, the challenges that 2020 has posed to for donors and where philanthropy is situated relative to other legal, financial and family dynamics conversations that may take place between advisors and their clients.
Meet the Experts: Tom McCullough, Integrated Financial Management
Dennis Jaffe, PhD interviews Tom McCullough, The UHNW Institute champion overseeing the Integrated Financial Management domain, on issues around the financial, tax, investment and business competencies for handling wealth complexity. They focused on the foundational role of understanding and quantifying family financial goals, and the importance of building an integrated plan, across all of the key disciplines, to ensure those goals are met effectively and efficiently.
Two Family Pillars
Thanks to Dennis Jaffe and Jim Grubman for sharing this article that addresses how complex family enterprise systems can benefit from two pillars of governance – an enterprise pillar and a family pillar.
