News & Insights

NEWS & INSIGHTS

Matter Family Office Announces Strategic Minority Investment From BW Forsyth Partners

October 11, 2024

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

The UHNW Institute Featured in a Family Wealth Report Article

October 10, 2024

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

October Roundtable: Research from the Philanthropy and Social Impact domain to support practice, education, and training

October 10, 2024

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

New Podcast Episode: Estate Planning and Legal Issues

October 3, 2024

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

Welcome New Advisory Board Member, William (Bill) Kambas

September 25, 2024

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

Welcome New Advisory Board Member, Thomas Carroll

September 18, 2024

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

From the Family Firm Institute: How Wealthy Multigenerational Families Can Instill a Culture of Stewardship (Part 1 and Part 2)

September 17, 2024

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