News & Insights

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

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

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

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

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

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

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 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 This month, we invite you to join the Institute’s