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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 2023 Program calendar is now available.
Download the 2023 UHNW Program Calendar and join the Institute for a year of content aligned with the Ten Domains of Family Wealth.
The UHNW Institute’s December Monthly Theme: Leading with Legacy Happy Holidays! Every month, The UHNW Institute identifies a new theme to highlight, steering our content and programming. For December, we explore the theme of Leading with Legacy, with an assortment of resources to help you deepen your knowledge and understanding
Virtual Roundtable Discussion – Leading with Legacy: Discovering the Voice & Shared Purpose of the Multigenerational Family Thursday, December 7 from 4:00 – 5:30 p.m. ET While wealth management advisors may support the client’s journey from mission to vision and values, its investment and financial needs, and philanthropic giving aspirations,
Family Wealth Report Shines Spotlight on The UHNW Institute 2023 Symposium For the third annual 2023 UHNW Institute Symposium, Family Wealth Report recently interviewed Katherine Dunlevie, president and chief executive of The Family Office at Synovus and chair of The UHNW Institute’s Integrated Wealth Management (IWM) Initiative Committee, along with Wally Head, founder and
Live Webinar: Philanthropy and Social Impact Trends and Tools to Move to Wealth 3.0 Wednesday, November 29 from 5 – 6:30 p.m. ET As philanthropy touches each of the Ten Domains of Family Wealth, The UHNW Institute is pleased to present its upcoming webinar, Philanthropy and Social Impact Trends and Tools to
Webinar Replay: Turning Tragedy into Triumph: How a Family Uses Impact Investment and Philanthropic Initiatives in Precision Medicine to Advance New Cures The UHNW Institute recently hosted a virtual webinar titled ‘Turning Tragedy into Triumph: Using Impact Investment and Philanthropic Initiatives in Precision Medicine to Advance New Cures.’ The webinar was moderated
The UHNW Institute’s November Theme: Integrated Wealth Management Every month, The UHNW Institute identifies a new theme to highlight, steering our content and programming. For November, we will explore the theme of Integrated Wealth Management (IWM), the same concept that will guide our 2023 Symposium later this month. Learn more
