NEWS & INSIGHTS
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
Webinar Replay: The Language of Wealth
In sync with March’s Monthly Theme, The Language of Wealth, our recent roundtable examined the following: Does the wealth management industry need a new PR campaign?
WELCOME NEW DOMAIN CHAIRS, ADVISORY BOARD AND FACULTY MEMBER
The UHNW Institute is pleased to announce new domain chairs for 2 of our domains! Dr. Moira Somers will be shifting to the Family-Advisory
Steve Prostano’s interview in Crain Currency: Key Trends for single-family offices
In a recent interview with Crain Currency, Steve Prostano, founder and chairman of The UHNW Institute, shared meaningful insights into the world of single-family
New Book by UHNW Institute Leadership – The 10×10 Learning Roadmap: Advancing Flourishing in Families of Wealth
The UHNW Institute would like to highlight the release of the book, 10×10 Learning Roadmap: Advancing Flourishing in Families of Wealth, co-authored by Institute Advisory Board
The UHNW Institute Podcast
The UHNW Institute is pleased to announce the premiere of its newest content format dedicated to UHNW firms, advisors and the families they serve. Each
