Quarterly Newsletter: Volume 9, March 2025
In the first quarter newsletter of 2025, you will find a Letter from the Chairman of the Board, exciting new Resource Library updates, our monthly themes, a feature on our selected Advisory Board member, and more. Read more here: Click here to download. If you have any questions about this quarter’s newsletter or are […]
Welcome to the Faculty – Brian Dooreck, MD from Executive Health Navigation
Please join us in welcoming Dr. Brian Dooreck to The UHNW Institute as our newest faculty member! He will be part of the Health and Well-being Domain. Through his experience providing private healthcare navigation and patient advocacy for Family Offices, Private Individuals, Registered Investment Advisors, High-Net-Worth Advisors, and C-Suite executives through his Executive Health Navigation […]
Highlighted 2024 Family Wealth Report Award Winners
The Institute is thrilled to extend its heartfelt congratulations and sincere gratitude to a few remarkable members of our community who were honored at the prestigious 2024 Family Wealth Report Awards. We are delighted to recognize: Jim Grubman – Lifetime Achievement Award Mel Lagomasino – WE Family Offices – Women in Wealth Advisory (Individual) WE […]
Jim Grubman Presented with a Lifetime Achievement Award at the 2024 Family Wealth Report Awards
We are thrilled to share that Jim Grubman, Board of Directors Member and Chair of the Content and Curriculum Committee at The UHNW Institute, Owner of Family Wealth Consulting and co-author of Wealth 3.0, was awarded the Lifetime Achievement Award at the 2024 Family Wealth Report Awards. Jim’s outstanding career in the wealth management industry […]
Botoff Consulting: 2024 Compensation and Talent Planning Report
Now Available: The 2024 Compensation and Talent Planning Report The 2024 Compensation and Talent Planning Report by Botoff Consulting is now available! In the report, you will find a breadth of information on the compensation landscape, coming from 347 family offices from 25 different countries. Regions represented in the report include the Americas, Europe, Asia […]
New in 2024: The UHNW Institute Emerging Leaders Cohort & Mentorship Program
The UHNW Institute Emerging Leaders Cohort & Mentorship Program New for 2024, The UHNW Institute Emerging Leaders Cohort & Mentorship Program, in collaboration with our Institute partners, kicks off a 4-part learning cohort with training program for the emerging leaders within Institute member firms. We’ll aim to match mentors with our diverse group of emerging […]
Back in 2024: The UHNW Institute’s Practice Management Clinics
The UHNW Institute’s Practice Management Clinics Through research, surveys and member feedback, The UHNW Institute has found that many corporate members place a high priority on improving their practice management expertise. Fortunately, given the depth and breadth of experience of our Advisory Board, we are uniquely positioned to meet this need. Please join us in […]
‘Wealth 3.0’ and what’s next in advising: A chat with Jim Grubman
Jim Grubman, Board of Directors Member and Chair of the Content and Curriculum Committee at The UHNW Institute was recently interviewed by Canadian Family Offices on Wealth 3.0. Learn more about Jim’s background, key concepts within Wealth 3.0, and what’s next for the wealth advising industry, in the article below. ‘Wealth 3.0’ and what’s next […]
Providing Support for Families Managing Individuals With Substance Use Disorders
Providing Support for Families Managing Individuals With Substance Use Disorders This week, August 28 – September 3, is Overdose Awareness Week. In honor of International Overdose Awareness Day on August 31, The UHNW Institute has compiled a few resources to inform our community about how to prevent overdose and provide support to firms for families managing individuals with […]
