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Author:
Chloe Freedman
The UHNW Institute May 14 In-Person Presentation and Networking Mixer
May 6, 2025
Join the UHNW Institute, in partnership with Trove and Presage Global, to discuss strengthening family office risk preparedness, followed by…
Quarterly Newsletter: Volume 9, March 2025
March 17, 2025
In the first quarter newsletter of 2025, you will find a Letter from the Chairman of the Board, exciting new…
Welcome to the Faculty – Brian Dooreck, MD from Executive Health Navigation
June 13, 2024
Please join us in welcoming Dr. Brian Dooreck to The UHNW Institute as our newest faculty member! He will be…
Highlighted 2024 Family Wealth Report Award Winners
May 3, 2024
The Institute is thrilled to extend its heartfelt congratulations and sincere gratitude to a few remarkable members of our community…
Jim Grubman Presented with a Lifetime Achievement Award at the 2024 Family Wealth Report Awards
May 3, 2024
We are thrilled to share that Jim Grubman, Board of Directors Member and Chair of the Content and Curriculum Committee…
Botoff Consulting: 2024 Compensation and Talent Planning Report
February 9, 2024
Now Available: The 2024 Compensation and Talent Planning Report The 2024 Compensation and Talent Planning Report by Botoff Consulting is…
New in 2024: The UHNW Institute Emerging Leaders Cohort & Mentorship Program
January 25, 2024
The UHNW Institute Emerging Leaders Cohort & Mentorship Program New for 2024, The UHNW Institute Emerging Leaders Cohort & Mentorship…
Back in 2024: The UHNW Institute’s Practice Management Clinics
December 18, 2023
The UHNW Institute’s Practice Management Clinics Through research, surveys and member feedback, The UHNW Institute has found that many corporate…
‘Wealth 3.0’ and what’s next in advising: A chat with Jim Grubman
December 15, 2023
Jim Grubman, Board of Directors Member and Chair of the Content and Curriculum Committee at The UHNW Institute was recently…
Providing Support for Families Managing Individuals With Substance Use Disorders
August 31, 2023
Providing Support for Families Managing Individuals With Substance Use Disorders This week, August 28 - September 3, is Overdose Awareness Week.…