NEWS & INSIGHTS
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
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
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
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
New Podcast Episode: Governance and Decision Making
New Podcast Episode: Governance and Decision Making In this informative episode of The UHNW Institute Podcast, host Russ Haworth sits down with Dennis Jaffe, Senior Research
The UHNW Institute Welcomes Matter Family Office as Premier Educational Partner
The UHNW Institute Welcomes Matter Family Office as Premier Educational Partner We are thrilled to announce Matter Family Office as our first Premier Educational Partner.
Welcome Kurt Miscinski to The UHNW Institute’s Advisory Board
Welcome Kurt Miscinski to The UHNW Institute’s Advisory Board We’re delighted to welcome Kurt Miscinski to The UHNW Institute’s advisory board. As partner, president and
Quarterly Newsletter: Volume 7, August 2024
In the third quarterly newsletter of the year, you will find a Letter from the Chairman of the Board, exciting new Educational Partners, our
Q3 Featured Advisory Board Member Q&A
Q&A with Kim Kamin As it pertains to UHNW client needs, what are the most significant trends you’re seeing now related to Estate Planning and
Virtual Roundtable Replay: Wealth 3.0 Lawyering – How to be an Integrated Attorney
Virtual Roundtable Replay: Wealth 3.0 Lawyering – How to be an Integrated Attorney On July 18th, we conducted a virtual roundtable focused on helping attorneys
