Insightful Education.
Actionable Ideas.
Meaningful Collaboration.
The UNHW Institute
2024 Symposium
The Future of Family Wealth Advising: Positioning Your Firm for Success
Nov 13-14, 2024
Featuring even more opportunities for connection, collaboration and education!
The Institute is pleased to announce our recently updated membership tiers with enhanced offerings and more opportunities to access resources and participate in member events.
The UHNW Institute’s 2024 Program calendar is now available.
Download the 2024 UHNW Program Calendar and join the Institute for a year of content aligned with the Ten Domains of Family Wealth.
Serving the Whole Client: A Conversation on Holistic Advisory of Modern Families Don’t miss out on our last webinar of 2024, December 12 at 12pm noon ET, Serving the Whole Client: A Conversation on Holistic Advisory of Modern Families. This will be part 2 of our 4 part webinar series for
THE UHNW INSTITUTE NOVEMBER THEME: INTEGRATED FAMILY WEALTH MANAGEMENT We look forward to seeing you at the Fourth Annual UHNW Institute Symposium in NYC on Wednesday and Thursday, November 13 and 14th for The Future of Family Wealth Advising: Positioning Your Firm for Success! Whether you’re live in NYC or
New Podcast Episode: Health and Wellness with Anna Nichols In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Anna Nichols, Managing Director and Head of Client Education at Altair Advisors and Chair of the Health and Wellness Domain at the Institute. Together, they explore the vital
October Roundtable Replay and Trends 2025 Report: Insights in Family Philanthropy Our recent October roundtable explored pivotal topics in philanthropy and social impact, guided by insights from two major reports. The U.S. Philanthropic Advisors 2024 report sets new standards and helps advisors and clients better understand their needs and available resources, and Overcoming
Meet the Educational Partners behind The Fourth Annual UHNW Institute Symposium We’re looking forward to seeing members at The Fourth Annual UHNW Institute Symposium on November 13-14, 2024, in New York City. This year, we’ve received some incredible support from our Educational Partners: Andersen, Brown Advisory, Family Wealth Report, KeyBank,
In the fourth quarterly newsletter of the year, you will discover insights from our Chairman of the Board, fresh additions to the Resource Library and more. Plus, with the UHNW Institute 2024 Symposium coming this November, there’s plenty to look forward to. Read more here: Click here to download.
