NEWS & INSIGHTS
The Family Wealth Report 2024 Family Office Fintech Forum
The UHNW Institute is pleased to partner with the Family Wealth Report to offer our members a complimentary benefit of free attendance to the 2024 Family
The UHNW Institute’s March Monthly Theme: The Language of Wealth
Every month, The UHNW Institute identifies a new theme to highlight, steering our content and programming. During March, we will explore The Language of Wealth and
Webinar | The Corporate Transparency Act: Managing Significant Challenges Faced by Families, Family Offices and Advisors
The UHNW Institute’s next webinar, The Corporate Transparency Act: Managing Significant Challenges Faced by Families, Family Offices and Advisors will be on Thursday, April
Practice Management: Human Capital Building Block – The Way Forward and the Talent Challenge
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 virtual Clinics enable
Virtual Roundtable Discusssion: The Language of Wealth
The UHNW Institute’s March Roundtable on The Language of Wealth has been rescheduled from March 7th to March 28th from 4pm – 5:30pm ET. In sync with
The UHNW Institute’s Leading Edge Innovation Sessions
The UHNW Institute’s Leading Edge Innovation Sessions are Institute leadership sessions where thought leaders with diverse perspectives collaborate to explore ideas, solutions and strategies on important industry
Welcome New Domain Chair and Two New Faculty Members
We are excited to welcome Anna E. Nichols, Arne Boudewyn and Nancy Amick! The UHNW Institute is pleased to announce that Anna Nichols of Altair Advisers has agreed to
Understanding Your Clients: Viewing DEI from the Lens of Inclusion First
Join moderator Tim Volk and several members of our Diversity, Equity and Inclusion (DEI) committee in conversation with special guests, Mitchell Spearman and Sheila Lawrence. In the realm of DEI, the “I” is
New Article by UHNW Institute Leadership: Tips on Choosing a Family Office Consultant
The lines between family enterprise and family wealth can be unclear in the complex field of family consulting. This challenge poses difficulties in selecting the
WELCOME TO THE INSTITUTE: THREE NEW FACULTY MEMBERS
Please join us in welcoming three new faculty members to The UHNW Institute: Bryn Mars Monahan, Meredith Thomas Straight and Cindy L. Steeb. Drawing from a wealth of
