Insightful Education.
Actionable Ideas.
Meaningful Collaboration.
The UNHW Institute
2024 Symposium
The Future of Family Wealth Advising: Positioning Your Firm for Success
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.
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
New Podcast Episode: Social Impact & Philanthropy In this informative episode of The UHNW Institute Podcast, host Russ Haworth sits down with Betsy Erickson, Head of Family and Individual Services at Arabella Advisors and Social Impact and Philanthropy Domain Chair at The Institute. Building on her 15+ years working with families and individual clients
September Roundtable: The Evolving Family Enterprise This month, we invite you to join the Institute’s experts on September 26th at 4 p.m. ET for a discussion at our next Roundtable, The Evolving Family Enterprise. During this session, we will explore the definition of the term Family Enterprise—a concept that encompasses both private
The UHNW Institute September Theme: Family Enterprise Happy Fall Y’all, Summer is winding down, kids are heading back to school, the cooler temperatures are here and the most obvious sign of autumn’s arrival? Pumpkin and apple have been added to the menu at Starbucks. We’re gearing up for a very
The UHNW Institute 2024 Summer Reading List The UHNW Institute’s 2024 Summer Reading List is now available! Explore our selection of must-read books, engaging podcasts and thought-provoking articles chosen specifically for our Institute Community. Looking to add to your professional knowledge or enjoy some casual reading? This list has something
