Family Wealth Report – Ninth Family Office Fintech Summit – October 10, 2024
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, in New York City. This […]
Welcoming Kate Norris to Our Faculty at The UHNW Institute
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 unique ability to identify potential […]
New Podcast Episode: Social Impact & Philanthropy
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 to enhance their learning, collaboration […]
September Roundtable: The Evolving Family Enterprise
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 or operating companies and the […]
The UHNW Institute September Theme: Family Enterprise
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 busy fall at The Institute, […]
The UHNW Institute 2024 Summer Reading List
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 for everyone. Explore the full […]
Fresh Thought Leadership from the Philanthropy and Social Impact
Fresh Thought Leadership from the Philanthropy and Social Impact We would like to highlight pieces of recent thought leadership from faculty and members within the UHNW Institute Community. The Philanthropy and Social Impact Domain has been considering the implications of the call to action of Wealth 3.0 and how they intersect with philanthropy and social […]
New Podcast Episode: Governance and Decision Making
New Podcast Episode: Governance and Decision Making In this informative episode of The UHNW Institute Podcast, host Russ Haworth sits down with Dennis Jaffe, Senior Research Fellow at BanuanGlobal and Governance and Decision Making Domain Chair at The Institute. Dennis brings a wealth of knowledge from his extensive career in family therapy, organizational consulting and academia, […]
The UHNW Institute Welcomes Matter Family Office as Premier Educational Partner
The UHNW Institute Welcomes Matter Family Office as Premier Educational Partner We are thrilled to announce Matter Family Office as our first Premier Educational Partner. We are excited to collaborate with Matter Family Office and continue our commitment to providing comprehensive insights and resources to the UHNW community. As an independent, multi-family office, Matter Family […]
Welcome Kurt Miscinski to The UHNW Institute’s Advisory Board
Welcome Kurt Miscinski to The UHNW Institute’s Advisory Board We’re delighted to welcome Kurt Miscinski to The UHNW Institute’s advisory board. As partner, president and CEO of Cerity Partners, Kurt brings over 30 years of wealth management and leadership experience. Previously, he was a managing director at a major international bank, overseeing U.S. wealth management operations and […]
