Introducing “The Top Shelf”: A New Way to Access the UHNW Institute Resource Library
For over two years, UHNW Institute members have asked for a simpler way to stay on top of the latest thinking—requesting that resources come to them rather than having to search the Resource Library themselves.
We’re excited to announce that the “Top Shelf” project is underway!
What Is the Top Shelf?
A new member benefit that delivers curated resources straight to your inbox, based on the topics you care most about. Rather than searching the Resource Library, you will receive periodic emails with fresh, relevant content.
How Does It Work?
You’ll be able to subscribe to specific Collections, each focused on a key area of interest. As new content is added to those Collections, we’ll send you a concise email update so you can explore what’s new without having to search for it.
Available Collections:
Each Collection includes new and highly recommended resources in the following areas:
- Financial and Investment Management – encompassing the activities of managing the financial, real estate, collectible, equity, investments and other assets that form the financial wealth of the family.
- Estate Planning and Legal Issues – encompassing activities related to estate planning, trust and estate administration, family law and family legal disputes, and legal and tax planning, wealth transfer and financial management within and across jurisdictions.
- Philanthropy and Social Impact – encompassing the financial and nonfinancial charitable, philanthropic, social impact, and community activities of the family, including foundations.
- Risk Management – encompassing family risk education and management practices related to board or trustee roles, reputational, family/residential/cyber security, emergency preparedness, assets and collectable risks as well as insurance strategy.
- Family Capital Cluster – encompassing the Governance & Decision-making, Leadership & Transition Planning, Learning, Development & The Rising Generation, Family Dynamics, and Health & Well-being domains.
- Family-Advisory Relationships – encompassing the cross-domain activities relating to the quality of communication, relationship, collaboration and integration services of advisors and families together.
- Single Family Office – encompassing single family office (SFO) practice management, spanning all domains and specifically related to SFO operations, talent management, family roles, governance, principal services, lifestyle, regulatory and compliance issues, and more.
- Practice Management – relating to advisory practice, firm, or business operations. Spanning all domains and encompassing human capital, service, sales, talent, business management, diversity, technology, and more.
- New – Any and all new resources as they are added to the library in any area.
- Surprise Me – Let us decide for you. You will get a curated selection of multi-media resources spanning all domains. Content may align to Institute programs, current events, and themes.
Who Can Participate?
The Top Shelf will be available to all UHNW Institute members, including Resource Library license holders at member firms.
How to Sign Up
A sign-up form will be sent in August and will be added to the Resource Library.
When Does It Start?
Top Shelf launches in Q4.
We can’t wait to deliver the best of the library—directly to your inbox.
Cheers,
The UHNW Institute Team
