Welcome New Advisory Board Member, William (Bill) Kambas We’re pleased to announce that William (Bill) Kambas, a partner on the Private Client and Tax team at Withers Bergman LLP, has joined The UHNW Institute Advisory Board. Bill brings a remarkable depth of knowledge in tax planning, specializing in multi-national and

Welcome New Advisory Board Member, Thomas Carroll We are excited to welcome Thomas Carroll to The UHNW Institute Advisory Board. As CEO and president of Homrich Berg Wealth Management, Thomas brings a wealth of expertise in wealth management and client services. His extensive experience includes leading growth and client service

From the Family Firm Institute: How Wealthy Multigenerational Families Can Instill a Culture of Stewardship (Part 1 and Part 2) The UHNW Institute is pleased to share articles from the Family Firm Institute: How Wealthy Multigenerational Families Can Instill a Culture of Stewardship (Part 1 and Part 2), written by two

Family Wealth Report – Ninth Family Office Fintech Summit – October 10, 2024 The UHNW Institute is excited to partner with Family Wealth Report to extend a special offer for our members: discounted access to the Ninth Family Wealth Report Family Office Fintech Summit, taking place on Thursday, October 10, 2024,

Welcoming Kate Norris to Our Faculty at The UHNW Institute We proudly announce that Kate Norris, the Founder and CEO of Atténuer Risk, has joined the UHNW Institute as a new faculty member within the Risk Management domain. With over 25 years of experience in risk management, Kate has a