Insightful Education.
Actionable Ideas.
Meaningful Collaboration.
Save the Date
The UNHW Institute
2024 Symposium
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.
Get Ready for The UHNW Institute’s Summer Reading List! Ahead of the release of our annual Summer Reading List, learn what books Institute staff and leadership are currently enjoying across a diverse range a of genres including wealth management, fiction, leadership, and personal growth. Jim Grubman is reading Sempre Saputo by Lia
Introducing a New Member Benefit: Tamarind Learning We are pleased to introduce a new member benefit with our learning partner, Tamarind Learning. They offer courses on Stewardship, Trustee Basics, Tax, Finance, Investing Fundamentals and more, designed for affluent families and those who serve them. Email admin@uhnwinstitute.org for the code to schedule a complimentary
Webinar Replay: Building Advisory Skills with Nontraditional Clients and Their Families (Part 1) On June 27th, The UHNW Institute hosted the first installment of our forward-thinking educational series focused on enhancing advisors’ skills in addressing LGBTQ+ and nonbinary family issues. The webinar— Building Advisory Skills with Nontraditional Clients and Their Families:
Welcome: New Domain Chair and New Advisory Board Member The UHNW Institute is pleased to announce that Charlie Grace has stepped in as Domain Chair for the Financial and Investment Management Domain. Charlie, known for his expertise in working with ultra-high-net-worth families, family offices and family enterprises, brings a wealth
New Podcast Episode: Leadership and Transition Planning In our latest episode of The UHNW Institute Podcast, host Russ Haworth interviews Amy Renkert-Thomas, chair of the Leadership and Transition Planning domain at the UHNW Institute and Founder of Renkert Thomas Consulting. Russ and Amy talk about the vital role of leadership and transition
Masterclass Replay: Conflict Transformation – Empowering Tools For Positive Change (Part 1) On June 20th, we hosted an enlightening Masterclass aimed at equipping advisors with practical skills for handling family conflicts. Facilitators Stacy Allred, Arne Boudewyn and Moira Somers led this collaborative session, which provided participants with valuable tools
