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 […]
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 […]
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, […]
The UHNW Institute 2024 Summer Reading List
The UHNW Institute 2024 Summer Reading List The UHNW Institute’s 2024 Summer Reading List is now available! Explore our selection of must-read books, engaging podcasts and thought-provoking articles chosen specifically for our Institute Community. Looking to add to your professional knowledge or enjoy some casual reading? This list has something for everyone. Explore the full […]
Fresh Thought Leadership from the Philanthropy and Social Impact
Fresh Thought Leadership from the Philanthropy and Social Impact We would like to highlight pieces of recent thought leadership from faculty and members within the UHNW Institute Community. The Philanthropy and Social Impact Domain has been considering the implications of the call to action of Wealth 3.0 and how they intersect with philanthropy and social […]
