As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members from all over the U.S., the Institute will periodically highlight a member of its faculty. This bi-weekly series will feature all of the domain heads for each Domain of Family

The UHNW Institute’s DEI Allyship Challenge Here at The UHNW Institute, we believe allyship is essential to highly functioning teams as well as attracting and retaining a diverse client and employee base. Acts of allyship generally fall into one of three categories: speaking up, extending opportunities, and challenging the status quo.

Upcoming Event – The Eighth Annual Family Office FinTech Summit by Family Wealth Report September 13, 2023 in New York City We are pleased to announce that the window to register for the Eighth Annual Family Wealth Report Family Office Fintech Summit 2023 is now open! If you are involved in

Institute Spotlight: Natalie McVeigh As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members from all over the U.S., the Institute will periodically highlight a member of its faculty. This bi-weekly series will feature all of the domain heads for

Welcome to The Institute: Allison Taff Migel from SEMCAP The UHNW Institute welcomes Allison Taff Migel as the newest member of the advisory board of The UHNW Institute! Allison is the managing director of investor relations at Seminal Capital Holdings, LLC (SEMCAP) and a seasoned wealth advisor and marketing and

The UHNW Institute on The Family Business Podcast: Reimagining Transitions     Successfully passing the reigns of a family business to its next leader can be an emotional and challenging process filled with inaccurate assumptions. To help challenge these assumptions and create a new framework for successful intergenerational transfer, The