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 […]

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 […]