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 […]
Virtual Roundtable Replay – Leading with Legacy: Discovering the Voice & Shared Purpose of the Multigenerational Family
Virtual Roundtable Replay – Leading with Legacy: Discovering the Voice & Shared Purpose of the Multigenerational Family While wealth management advisors may support the client’s journey from mission to vision and values, investment and financial needs and philanthropic giving aspirations, few concentrate on ways to capture the family’s long-term legacy goals and voice. In […]
Thank You to Our 2023 Symposium Sponsors
Thank You to Our 2023 Symposium Sponsors 2023 Symposium Sponsors: Thank you to our 2023 Symposium sponsors for their generosity and support; the event wouldn’t have been possible without them. Next year, look for our Educational Partner Spotlights quarterly and a dedicated webpage, highlighting our 2024 partners and their information. If you are interested in […]
The UHNW Institute’s December Monthly Theme: Leading with Legacy
The UHNW Institute’s December Monthly Theme: Leading with Legacy Happy Holidays! Every month, The UHNW Institute identifies a new theme to highlight, steering our content and programming. For December, we explore the theme of Leading with Legacy, with an assortment of resources to help you deepen your knowledge and understanding of this compelling topic. Reflecting […]
Board Member Highlight: Tom Mcullough
Board Member Highlight: Tom Mccullough The UHNW Institute is pleased to feature our quarterly conversation highlights with Tom McCullough, co-founder, chairman and CEO of Northwood Family Office. He is a frequent speaker on issues relevant to families of wealth and co-authors several books including Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask. He […]
Replay Roundtable Replay – Understanding Family Enterprise Risk
Roundtable Replay – Understanding Family Enterprise Risk In alignment with last month’s theme of Family-Owned Enterprises, The UHNW Institute hosted a virtual roundtable discussion, Understanding Family Enterprise Risk: In Conversation with Linda Bourn and Natasha Pearl, Moderated by Angelique LeDoux. This roundtable explored the Family Enterprise Risk Index study of 145 family enterprises and highlighted how […]
The UHNWI SUMMER READING LIST 2023
The UHNWI Summer List 2023 My artificial intelligence (AI) curiosity has me down a rabbit hole this week. I just gave up my weekend for a 3-day AI Summit because apparently, we will all ‘not be replaced by AI, (we) will be replaced by someone who uses AI.’ So, I’m using AI. Cautiously. And creatively. Within just minutes, I […]
Reimagining Family Business Transitions: Rethinking, Rebalancing, Reinventing
Reimagining Family Business Transitions: Rethinking, Rebalancing, Reinventing Successfully passing the reins of the family business to the next leader or owner is one of the most important challenges that family businesses face. It is also one of the most emotional given the life and career changes that often affect every generation of the family. Because […]
Editor’s Corner: A Leap Forward
Bob Casey, Editor in Chief, shares insights on the exciting announcement that Columbia University’s School of Professional Studies will begin offering its new Master’s in Wealth Management program this year.
Editor’s Corner: A Defining Moment
New: The Editor’s Corner column will start appearing regularly here on the Institute web site. It will feature background and commentary about Institute activities and members, as well as interviews with thought leaders. Your feedback is welcome.
