WELCOME NEW DOMAIN CHAIRS, ADVISORY BOARD AND FACULTY MEMBER
The UHNW Institute is pleased to announce new domain chairs for 2 of our domains! Dr. Moira Somers will be shifting to the Family-Advisory Relationships domain chair and Arne Boudewyn will be taking over the Family Dynamics domain. Both Dr. Moira Somers and Arne Boudewyn both bring years of knowledge and experience to The […]
Steve Prostano’s interview in Crain Currency: Key Trends for single-family offices
In a recent interview with Crain Currency, Steve Prostano, founder and chairman of The UHNW Institute, shared meaningful insights into the world of single-family offices (SFOs). With over four decades in wealth management and consultancy, Prostano’s path to founding The Institute is a compelling story of his desire to transform the industry. At the […]
New Book by UHNW Institute Leadership – The 10×10 Learning Roadmap: Advancing Flourishing in Families of Wealth
The UHNW Institute would like to highlight the release of the book, 10×10 Learning Roadmap: Advancing Flourishing in Families of Wealth, co-authored by Institute Advisory Board Member and Domain Chair (Learning, Development and the Rising Gen) Stacy Allred, MST. Additional co-authors include family wealth specialists Stephen Goldbart, Ph.D., and Joan DiFuria, MFT. “What began as a […]
The UHNW Institute Podcast
The UHNW Institute is pleased to announce the premiere of its newest content format dedicated to UHNW firms, advisors and the families they serve. Each month, the UHNW Institute Podcast brings you the voices of the UHNW community’s most experienced minds, as well as the change-makers defining the next generation of wealth stewardship. The podcast includes […]
The UHNW Institute’s April Monthly Theme: Fintech
Each month, The UHNW Institute identifies a specific industry theme to emphasize. Much of the content and programming we highlight and produce will focus on the chosen theme. All monthly themes can be found in the 2024 Programming Calendar here. The private wealth industry demand for products and services continues to grow, as does technology […]
The UHNW Institute Symposium
We invite you to explore The UHNW Institute Symposium page where you will find information and opportunities to contribute to the 2024 event. Additionally, for those unable to join us in 2023 or attendees wanting a recap, the page has all recorded sessions, resources and a few new features. What’s new on the Symposium site? • Key-takeaways […]
WELCOME TO THE INSTITUTE: LUKAS DWELLY FROM DONORSTRUST
Please join us in welcoming industry specialist Lukas Dwelly as the latest faculty member at The UHNW Institute! Lukas joined DonorsTrust after two decades of executive nonprofit experience and has led the fundraising efforts of several regional and national organizations as a team member and consultant, raising tens of millions of dollars. In addition to his impressive nonprofit […]
The UHNW Institute 2024 Virtual Collegium VI
The UHNW Institute’s Collegiums are programs designed to promote peer-to-peer idea sharing on thought-provoking practice management topics. The program’s format is facilitator-led, utilizing plenary and small-group breakout sessions. Collegium VI will be an interactive program held virtually on April 24 from 3-5 pm EDT to discuss the complex practice management issue of client segmentation. The session […]
Webinar Replay: Understanding Your Clients – Viewing DEI from the Lens of Inclusion First
Webinar Replay: Understanding Your Clients – Viewing DEI from the Lens of Inclusion First In the realm of DEI, Inclusion is often the most important metric for success and impact in terms of developing cohesive teams, improving client retention and promoting new business development; however, it is often challenging to measure and the last to be implemented. […]
The Family Wealth Report 2024 Family Office Fintech Forum
The UHNW Institute is pleased to partner with the Family Wealth Report to offer our members a complimentary benefit of free attendance to the 2024 Family Office Fintech Forum on Thursday, April 18, 2024, in New York City from 1-6 p.m. ET. The Forum is part of Family Wealth Report’s family office event series and serves […]
