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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.
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 cohort with a mentoring component for the emerging leaders within Institute member firms launching June 6th. The UHNW Institute aims to support youthful talent and
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 “beneficial owners” to FinCEN. These beneficial owners can include individuals who are direct owners of the business, individuals who control the business through a trust,
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? Despite significant philanthropic gifts and contributions to fields such as science, healthcare, and technology, as well as other impactful business ventures by ultra-high-net-worth individuals, the divide
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 Relationships domain chair and Arne Boudewyn will be taking over the Family Dynamics domain. Both Dr. Moira Somers and Arne Boudewyn both bring years of
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 offices (SFOs). With over four decades in wealth management and consultancy, Prostano’s path to founding The Institute is a compelling story of his desire to
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 Member and Domain Chair (Learning, Development and the Rising Gen) Stacy Allred, MST. Additional co-authors include family wealth specialists Stephen Goldbart, Ph.D., and Joan DiFuria,
