NEWS & INSIGHTS
Highlighted 2024 Family Wealth Report Award Winners
The Institute is thrilled to extend its heartfelt congratulations and sincere gratitude to a few remarkable members of our community who were honored at the
Jim Grubman Presented with a Lifetime Achievement Award at the 2024 Family Wealth Report Awards
We are thrilled to share that Jim Grubman, Board of Directors Member and Chair of the Content and Curriculum Committee at The UHNW Institute, Owner
Quarterly Newsletter: Volume 6, May 2024
In the second quarterly newsletter of the year, you will find a Letter from the Chairman of the Board, exciting new programs that will be
Q2 Featured Advisory Board Member Q&A
Q&A with Laurent M. Roux The UHNW Institute is pleased to feature our quarterly conversation highlights with Laurent M. Roux, an advisory board member at
CELEBRATING EXCELLENCE IN WEALTH MANAGEMENT: FAMILY WEALTH REPORT AWARDS 2024 RECOGNIZES MEMBERS OF THE UHNW INSTITUTE
Last night, members of The UHNW Institute’s Community were among the nominees and winners of the prestigious Family Wealth Report Awards. These awards recognize excellence
Family Offices Need ‘Wealth 3.0 Mindset’ to Succeed in Future, Says Ultra High Net Worth Institute Founder Steve Prostano, in New Policy and Taxation Group Podcast
With Host Pat Soldano, Conversation Delves into ‘Holistic Approach’ and the ‘10 Domains of Family Wealth’ Management A new approach for family office executives to
Practice Management: Service Building Block – Customization, Scalability and Growth in a Complex World!
Welcome to The UHNW Institute’s ‘The Clinic,’ a new five-part series aligning with thought leadership and lessons learned from our bi-monthly Practice Management Clinics. The
May Roundtable: The Outsized Impact of Family Goals in Improving Client Management and Investment Outcomes
With the Institute’s theme for May focused on Investments, our featured event will be The Outsized Impact of Family Goals in Improving Client Management and Investment Outcomes.
Emerging Leaders Cohort and Mentorship Program
The UHNW Institute Emerging Leaders Cohort and Mentorship Program, in collaboration with our Institute Educational Partners, is pleased to announce a new 4-part learning
Webinar Replay: The Corporate Transparency Act: Managing Significant Challenges Faced by Families, Family Offices and Advisors
Many small, privately owned businesses now need to file reports under the Corporate Transparency Act (the “Act”). This law requires them to submit details about their
