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 […]
Quarterly Newsletter: Volume 7, August 2024
In the third quarterly newsletter of the year, you will find a Letter from the Chairman of the Board, exciting new Educational Partners, our monthly themes, upcoming events and more. Click here to download. If you have any questions about this quarter’s newsletter or are interested in joining The UHNW Institute, please do […]
Q3 Featured Advisory Board Member Q&A
Q&A with Kim Kamin As it pertains to UHNW client needs, what are the most significant trends you’re seeing now related to Estate Planning and Legal Issues? The most significant trends relating to client needs in the estate planning and legal issues realm are: (1) to prepare for the looming Corporate Transparency Act filing deadlines […]
Virtual Roundtable Replay: Wealth 3.0 Lawyering – How to be an Integrated Attorney
Virtual Roundtable Replay: Wealth 3.0 Lawyering – How to be an Integrated Attorney On July 18th, we conducted a virtual roundtable focused on helping attorneys become integral members of advisory teams serving ultra-high-net-worth families. Moderator Jim Grubman and speakers Thomas Handler, Kim Kamin and Domingo Such guided this informative session, offering participants valuable strategies for […]
Get Ready for The UHNW Institute’s Summer Reading List
Get Ready for The UHNW Institute’s Summer Reading List! Ahead of the release of our annual Summer Reading List, learn what books Institute staff and leadership are currently enjoying across a diverse range a of genres including wealth management, fiction, leadership, and personal growth. Jim Grubman is reading Sempre Saputo by Lia Saputo in Lexington, MA. The […]
Introducing a New Member Benefit: Tamarind Learning
Introducing a New Member Benefit: Tamarind Learning We are pleased to introduce a new member benefit with our learning partner, Tamarind Learning. They offer courses on Stewardship, Trustee Basics, Tax, Finance, Investing Fundamentals and more, designed for affluent families and those who serve them. Email admin@uhnwinstitute.org for the code to schedule a complimentary education assessment with a Tamarind Learning […]
Webinar Replay: Building Advisory Skills with Nontraditional Clients and Their Families (Part 1)
Webinar Replay: Building Advisory Skills with Nontraditional Clients and Their Families (Part 1) On June 27th, The UHNW Institute hosted the first installment of our forward-thinking educational series focused on enhancing advisors’ skills in addressing LGBTQ+ and nonbinary family issues. The webinar— Building Advisory Skills with Nontraditional Clients and Their Families: How to Approach LGBTQ+ Issues […]
Welcome: New Domain Chair and New Advisory Board Member
Welcome: New Domain Chair and New Advisory Board Member The UHNW Institute is pleased to announce that Charlie Grace has stepped in as Domain Chair for the Financial and Investment Management Domain. Charlie, known for his expertise in working with ultra-high-net-worth families, family offices and family enterprises, brings a wealth of knowledge and a strategic […]
