Celebrating Pride Month with The UHNW Institute
Celebrating Pride Month with The UHNW Institute At the UHNW Institute, Diversity Equity and Inclusion is a principal initiative that helps shape our programming, events content and community. This month, in celebration of Pride, we would like to recognize the LGBTQ+ community by showcasing some important organizations and resources you, your firm, and/or your […]
Wealth 3.0 Lawyering – How to be an Integrated Attorney
Wealth 3.0 Lawyering – How to be an Integrated Attorney Session Description: Join The UHNW Institute on Thursday, July 18 at 4pm ET for our next Roundtable, now open to non-member industry attorneys and other professionals at a small fee. Register Now! This Roundtable will address how, despite some of their unique challenges, attorneys […]
Building Advisory Skills with Nontraditional Clients and their Families: How to Approach LGBTQ+ Issues with Sensitivity and Courage
Building Advisory Skills with Nontraditional Clients and their Families: How to Approach LGBTQ+ Issues with Sensitivity and Courage How comfortable are you helping clients who raise personal or family LGBTQ+ issues or have an LGBTQ+ connection? Would you like to build your awareness and skills to help this significant demographic of clients? How do nonbinary […]
Fresh Thought Leadership from the Institute Community
Fresh Thought Leadership from the Institute Community The Institute would like to highlight the following pieces of recent thought leadership from leaders within the UHNW Institute Community. Book: NEW Edition Family Wealth Management: Seven Imperatives for Successful Investing in the New World Order (2nd Edition) Authored by UHNW Institute Board of Directors Member Tom McCullough (Northwood […]
Roundtable Replay: The Outsized Impact of Family Goals in Investing
Roundtable Replay: The Outsized Impact of Family Goals in Investing Understanding and integrating client goals into investment strategies is fundamental in the progressively changing sector of wealth management. The UHNW Institute recently hosted an informative virtual roundtable discussion that shed light on this critical aspect, featuring insights from industry leaders. The session explored aspects of […]
UHNW Institute June Theme: Trust
UHNW Institute June Theme: Trust In the family wealth industry, communication is vital, yet terminology isn’t always well-defined or agreed upon. Some terms seem interchangeable or are used in different ways. As part of its mission to consider setting standards, The Institute is developing a glossary of terms and jargon that deserve clearer definitions. We […]
The UHNW Institute Podcast: The Ten Domains of Family Wealth
The UHNW Institute Podcast: The Ten Domains of Family Wealth In this insightful episode, host Russ Haworth and guest, Dr. Jim Grubman, UHNW Institute Content & Curriculum Chair and owner of Family Wealth Consulting, explore the Ten Domains of Family Wealth, a model designed to address the complex needs of ultra-high-net-worth families. This taxonomy and hierarchy help families […]
Recap of UHNW Institute 2024 Virtual Collegium VI
Recap of UHNW Institute 2024 Virtual Collegium VI The UHNW Institute’s Collegium VI was a dynamic virtual event held on April 24, 2024, that explored the practice management topic of client segmentation. A panel of industry leaders shared their experiences and insights on client segmentation, covering both practical and theoretical approaches, such as: UHNW client […]
Now Available: The Evolving Risk Landscape for Family Offices: A DENTONS SURVEY REPORT
The “Evolving Risk Landscape for Family Offices: A Dentons Survey Report” is available! This comprehensive report captures the dynamic and interconnected risks that family offices face in today’s volatile global environment. Compiled from responses from over 200 family offices from 33 countries, the survey covers regions including North America, Europe, Asia and the Middle East. […]
The UHNW Institute’s Integrated Family Wealth Management Initiative
The UHNW Institute’s Integrated Family Wealth Management Initiative The UHNW Institute (“The Institute”), a non-profit think tank and learning exchange, is committed to elevating the wealth management industry to serve the best interests of ultra-high-net-worth families. In furtherance of this mission, The Institute has established its Integrated Family Wealth Management (IFWM) Initiative as a strategic […]
