The UHNW Institute Podcast: An Introduction to The UHNW Institute
In our premiere episode, listen as Steve Prostano, founder and chairman of The UHNW Institute, talks with host, Russ Haworth, about the Institute’s mission and vision, including its organic formation in 2018. Steve highlights how the Institute functions like a university, with faculty and advisory board members delivering content, programming and resources. This structure allows the […]
Quarterly Newsletter: Volume 6, May 2024
In the second quarterly newsletter of the year, you will find a Letter from the Chairman of the Board, exciting new programs that will be launched in Q2, 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 […]
Q2 Featured Advisory Board Member Q&A
Q&A with Laurent M. Roux The UHNW Institute is pleased to feature our quarterly conversation highlights with Laurent M. Roux, an advisory board member at The UHNW Institute and the founder and CEO of Gallatin Wealth Management. Laurent shares his thoughts on current changes and disruptions within the industry, emerging trends, the future of integrated […]
CELEBRATING EXCELLENCE IN WEALTH MANAGEMENT: FAMILY WEALTH REPORT AWARDS 2024 RECOGNIZES MEMBERS OF THE UHNW INSTITUTE
Last night, members of The UHNW Institute’s Community were among the nominees and winners of the prestigious Family Wealth Report Awards. These awards recognize excellence in the wealth management industry, and we are proud to see our members acknowledged for their exceptional contributions. We would like to extend our congratulations to all the nominees and […]
Family Offices Need ‘Wealth 3.0 Mindset’ to Succeed in Future, Says Ultra High Net Worth Institute Founder Steve Prostano, in New Policy and Taxation Group Podcast
With Host Pat Soldano, Conversation Delves into ‘Holistic Approach’ and the ‘10 Domains of Family Wealth’ Management A new approach for family office executives to successfully manage family wealth must focus on a “3.0 Wealth Mindset,” according to Steve Prostano, Founder and Chairman of the Ultra High Net Worth Institute. The details of this new […]
Practice Management: Service Building Block – Customization, Scalability and Growth in a Complex World!
Welcome to The UHNW Institute’s ‘The Clinic,’ a new five-part series aligning with thought leadership and lessons learned from our bi-monthly Practice Management Clinics. The virtual Clinics allow Institute members to explore the group’s priorities among the building blocks of practice management, building new skills and operationalizing best practices. This Institute initiative organizes the ‘Building […]
May Roundtable: The Outsized Impact of Family Goals in Improving Client Management and Investment Outcomes
With the Institute’s theme for May focused on Investments, our featured event will be The Outsized Impact of Family Goals in Improving Client Management and Investment Outcomes. Occurring on May 30th at 4pm ET, this roundtable will focus on the dramatic importance of client goals in developing better financial and investment outcomes, more effectively serving client families […]
Emerging Leaders Cohort and Mentorship Program
The UHNW Institute Emerging Leaders Cohort and Mentorship Program, in collaboration with our Institute Educational Partners, is pleased to announce a new 4-part learning cohort with a mentoring component for the emerging leaders within Institute member firms launching June 6th. The UHNW Institute aims to support youthful talent and fresh voices in the wealth […]
Webinar Replay: The Corporate Transparency Act: Managing Significant Challenges Faced by Families, Family Offices and Advisors
Many small, privately owned businesses now need to file reports under the Corporate Transparency Act (the “Act”). This law requires them to submit details about their “beneficial owners” to FinCEN. These beneficial owners can include individuals who are direct owners of the business, individuals who control the business through a trust, such as trustees and trust […]
Webinar Replay: The Language of Wealth
In sync with March’s Monthly Theme, The Language of Wealth, our recent roundtable examined the following: Does the wealth management industry need a new PR campaign? Despite significant philanthropic gifts and contributions to fields such as science, healthcare, and technology, as well as other impactful business ventures by ultra-high-net-worth individuals, the divide between haves and have-nots continues […]
