Quarterly Newsletter: Volume 7, August 2024
In the third quarterly newsletter of the year, you will find a Letter from the Chairman of the Board, exciting new Educational Partners, our monthly themes, upcoming events and more. Click here to download. If you have any questions about this quarter’s newsletter or are interested in joining The UHNW Institute, please do […]
Q3 Featured Advisory Board Member Q&A
Q&A with Kim Kamin As it pertains to UHNW client needs, what are the most significant trends you’re seeing now related to Estate Planning and Legal Issues? The most significant trends relating to client needs in the estate planning and legal issues realm are: (1) to prepare for the looming Corporate Transparency Act filing deadlines […]
Introducing the New Resource Library
The UHNW Institute Resource Library has been upgraded! The improved Resource Library is still the searchable collection of high-quality educational content you know and love. We replaced the behind-the-scenes software with a powerful knowledge management system better equipped to handle the growing collection and complex taxonomy. Members can enjoy these upgraded features: Targeted search Enhanced filter […]
UHNW Institute May Theme: Investment
When we think about Investment, we naturally go to the assets families hold long-term. But this month, Investment will focus on more than the projects we fund and growth beyond our financial assets. We’ll explore the multitude of ways that UHNW families are investing— beyond the markets by incorporating social impact and philanthropic initiatives in health, […]
Quarterly Newsletter: Volume 6, May 2024
In the second quarterly newsletter of the year, you will find a Letter from the Chairman of the Board, exciting new programs that will be launched in Q2, our monthly themes, upcoming events and more. Click here to download. If you have any questions about this quarter’s newsletter or are interested in joining The […]
Q2 Featured Advisory Board Member Q&A
Q&A with Laurent M. Roux The UHNW Institute is pleased to feature our quarterly conversation highlights with Laurent M. Roux, an advisory board member at The UHNW Institute and the founder and CEO of Gallatin Wealth Management. Laurent shares his thoughts on current changes and disruptions within the industry, emerging trends, the future of integrated […]
Quarterly Newsletter: Volume 5, January 2024
In the 2024 first-quarter newsletter, you will find a Letter from the Chairman of the Board, exciting new programs, our quarterly themes, upcoming events and more. Click here to download. If you have any questions about this quarter’s newsletter or are interested in joining The UHNW Institute, please do not hesitate to contact us.
Board Member Highlight: Edward V. Marshall
Board Member Highlight: Edward V. Marshall The UHNW Institute is pleased to feature our quarterly conversation highlights with Edward V. Marshall, an advisory board member and co-chair of the Family Office Initiative at The UHNW Institute and the global head of the Dentons Family Office and High Net Worth Group. Eddie shares his thoughts on current changes and disruptions within […]
The UHNW Institute Collaboration Toolkit
The UHNW Institute Collaboration Toolkit We invite you to utilize our new Collaboration Toolkit, which is focused exclusively on our monthly theme, Collaboration: Strategic Planning. Explore our curated selection of books, articles, white papers and actionable tools by downloading the Collaboration Toolkit below. The UHNW Institute’s Resource Library content is also available for members here. DOWNLOAD HERE
The UHNW Institute Legacy Toolkit
The UHNW Institute Legacy Toolkit We invite you to utilize our new monthly resource toolkit, focused exclusively on the topic of our recent December 7th Roundtable, Leading with Legacy: Discovering the Voice & Shared Purpose of the Multigenerational Family. Discover ways firms connect family stories to purpose and extend ‘legacy’ beyond the wealth creator to […]
