Intent Clinical: A Symposium of Legal, Financial, Family Office and Clinical Experts
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 Clinical), and Anna Nichols (Altair […]
THE UHNW INSTITUTE OCTOBER THEME: THE NEW PHILANTHROPY
THE UHNW INSTITUTE OCTOBER THEME: THE NEW PHILANTHROPY As October ushers in cooler temperatures and the start of the holiday season filled with treats, we’re thinking about giving and this month’s theme, The New Philanthropy, with our roundtable highlighting Research from the Philanthropy and Social Impact Domain to Support Practice, Education and Training. We invite you to join […]
Virtual Roundtable Replay: The Evolving Family Enterprise
Virtual Roundtable Replay: The Evolving Family Enterprise In our latest virtual roundtable, experts examined the evolving roles and challenges within family enterprises. This session featured a panel of experts who shared their perspectives on the evolving nature of family enterprises and how they continue to grow and succeed across generations. Key highlights include: Approaches […]
Matter Family Office Announces Strategic Minority Investment From BW Forsyth Partners
Matter Family Office Announces Strategic Minority Investment From BW Forsyth Partners The Institute wishes to acknowledge Matter Family Office’s recent strategic minority investment from BW Forsyth Partners, which aims to enhance Matter Family Office’s ability to provide multi-generational family office solutions that align with the goals of their clients. BW Forsyth Partners’ investment is intended […]
The UHNW Institute Featured in a Family Wealth Report Article
The UHNW Institute Featured in a Family Wealth Report Article We are pleased to share that we were recently featured in Family Wealth Report in anticipation of the Fourth Annual UHNW Institute Symposium, The Future of Family Wealth Advising: Positioning Your Firm for Success. The article highlights the critical themes and topics that will be explored during the […]
October Roundtable: Research from the Philanthropy and Social Impact domain to support practice, education, and training
October Roundtable: Research from the Philanthropy and Social Impact domain to support practice, education, and training This month, we invite you to join the Institute’s experts on October 24th at 4 p.m. ET for an insightful discussion with leaders from the Philanthropy and Social Impact domain. As Wealth 3.0 calls for deeper research and rigor […]
New Podcast Episode: Estate Planning and Legal Issues
New Podcast Episode: Estate Planning and Legal Issues In the latest episode of The UHNW Institute Podcast, host Russ Haworth is joined by Kim Kamin, Principal and Chief Wealth Strategist at Gresham Partners LLC and Chair of Estate Planning & Legal Issues Domain at The Institute. Kim unpacks estate planning, covering topics such as wealth transfer […]
Welcome New Advisory Board Member, William (Bill) Kambas
Welcome New Advisory Board Member, William (Bill) Kambas We’re pleased to announce that William (Bill) Kambas, a partner on the Private Client and Tax team at Withers Bergman LLP, has joined The UHNW Institute Advisory Board. Bill brings a remarkable depth of knowledge in tax planning, specializing in multi-national and multi-state business activities. His work […]
Welcome New Advisory Board Member, Thomas Carroll
Welcome New Advisory Board Member, Thomas Carroll We are excited to welcome Thomas Carroll to The UHNW Institute Advisory Board. As CEO and president of Homrich Berg Wealth Management, Thomas brings a wealth of expertise in wealth management and client services. His extensive experience includes leading growth and client service initiatives, with a deep commitment […]
From the Family Firm Institute: How Wealthy Multigenerational Families Can Instill a Culture of Stewardship (Part 1 and Part 2)
From the Family Firm Institute: How Wealthy Multigenerational Families Can Instill a Culture of Stewardship (Part 1 and Part 2) The UHNW Institute is pleased to share articles from the Family Firm Institute: How Wealthy Multigenerational Families Can Instill a Culture of Stewardship (Part 1 and Part 2), written by two of our Institute leaders, Dennis […]