October Roundtable Replay and Trends 2025 Report: Insights in Family Philanthropy
October Roundtable Replay and Trends 2025 Report: Insights in Family Philanthropy Our recent October roundtable explored pivotal topics in philanthropy and social impact, guided by insights from two major reports. The U.S. Philanthropic Advisors 2024 report sets new standards and helps advisors and clients better understand their needs and available resources, and Overcoming Psychological Barriers to Giving examines common […]
Meet the Educational Partners behind The Fourth Annual UHNW Institute Symposium
Meet the Educational Partners behind The Fourth Annual UHNW Institute Symposium We’re looking forward to seeing members at The Fourth Annual UHNW Institute Symposium on November 13-14, 2024, in New York City. This year, we’ve received some incredible support from our Educational Partners: Andersen, Brown Advisory, Family Wealth Report, KeyBank, Matter Family Office, Mayo Clinic, […]
Congratulations to UHNW Institutes Jim Grubman
Congratulations to UHNW Institutes Jim Grubman We proudly extend our warmest congratulations to UHNW Institutes Content & Curriculum Committee Chair, Jim Grubman, on his recognition as the 2024 Richard Beckhard Practice Award recipient by the The Family Firm Institute (FFI). This prestigious award highlights outstanding contributions to family business practice, a field where Jim has made remarkable strides over […]
Q4 Featured Advisory Board Member Q&A
Q4 Featured Advisory Board Member Q&A – Doris Meister Why did you join the Institute? Because I believe in our mission and I enjoy working with my peers throughout our industry. The Institute is committed to advancing the practice of integrated wealth management which is a very challenging mission. Having worked with UHNW clients my […]
Collegium VII Recap: Sustainable Growth in Wealth Management
Collegium VII Recap: Sustainable Growth in Wealth Management On October 8, The UHNW Institute hosted the Collegium VII at the BMO offices in Chicago. Facilitated by Jamie McLaughlin, the event brought together UHNW wealth management leaders to examine practical strategies for sustainable growth in a complex industry. Key topics included aligning firm structures with long-term […]
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 […]
