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 […]
Family Wealth Report – Ninth Family Office Fintech Summit – October 10, 2024
Family Wealth Report – Ninth Family Office Fintech Summit – October 10, 2024 The UHNW Institute is excited to partner with Family Wealth Report to extend a special offer for our members: discounted access to the Ninth Family Wealth Report Family Office Fintech Summit, taking place on Thursday, October 10, 2024, in New York City. This […]
Welcoming Kate Norris to Our Faculty at The UHNW Institute
Welcoming Kate Norris to Our Faculty at The UHNW Institute We proudly announce that Kate Norris, the Founder and CEO of Atténuer Risk, has joined the UHNW Institute as a new faculty member within the Risk Management domain. With over 25 years of experience in risk management, Kate has a unique ability to identify potential […]
New Podcast Episode: Social Impact & Philanthropy
New Podcast Episode: Social Impact & Philanthropy In this informative episode of The UHNW Institute Podcast, host Russ Haworth sits down with Betsy Erickson, Head of Family and Individual Services at Arabella Advisors and Social Impact and Philanthropy Domain Chair at The Institute. Building on her 15+ years working with families and individual clients to enhance their learning, collaboration […]
September Roundtable: The Evolving Family Enterprise
September Roundtable: The Evolving Family Enterprise This month, we invite you to join the Institute’s experts on September 26th at 4 p.m. ET for a discussion at our next Roundtable, The Evolving Family Enterprise. During this session, we will explore the definition of the term Family Enterprise—a concept that encompasses both private or operating companies and the […]
The UHNW Institute September Theme: Family Enterprise
The UHNW Institute September Theme: Family Enterprise Happy Fall Y’all, Summer is winding down, kids are heading back to school, the cooler temperatures are here and the most obvious sign of autumn’s arrival? Pumpkin and apple have been added to the menu at Starbucks. We’re gearing up for a very busy fall at The Institute, […]
