Roundtable Replay: Handling Dementia and Incapacity in Wealth Advising As advances in healthcare have extended the average lifespan, the window for developing dementia has unfortunately increased, as well. As a result, numerous misunderstandings about incapacity and the nature of this disease have developed, resulting in some individuals living with it

Key Insights from Alliant’s Family Enterprise Risk Index In our continued effort to provide advisors with valuable resources to better serve ultra-high-net-worth families, we are pleased to share that Alliant Private Client, an award-winning insurance broker for affluent families and individuals, has published its Family Enterprise Risk Index. As new

Institute Spotlight: Jim Grubman As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members, 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 Wealth

Welcome to The Institute: Pamela Lucina from Northern Trust Please join us in welcoming Pam Lucina as the newest advisory board member at The UHNW Institute! Pam is currently the chief fiduciary officer and leader of the Trust & Advisory Practice at Northern Trust, possessing nearly 30 years of experience

Welcome to The Institute: Seven New Faculty Members As The UHNW Institute continues to grow and evolve to help advisors meet the ever-changing needs of ultra-high-net-worth individuals and families, we are pleased to welcome seven new faculty members to our organization. Each new member of our faculty has demonstrated vast

Institute Spotlight: Arden O’Connor As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts, the Institute will periodically highlight a member of its faculty. This bi-weekly series will feature all the domain heads for each Domain of Family Wealth. This week, we’re introducing