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 […]

The UHNW Institute’s March Monthly Theme: The Language of Wealth

  Every month, The UHNW Institute identifies a new theme to highlight, steering our content and programming. During March, we will explore The Language of Wealth and provide members with various resources to help in the exploration and study of this compelling topic. Despite UHNW philanthropic giving and contributions to science, healthcare, technology and other business ventures […]

Practice Management: Human Capital Building Block – The Way Forward and the Talent Challenge

  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 enable 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 Blocks’ of Practice […]

Virtual Roundtable Discusssion: The Language of Wealth

The UHNW Institute’s March Roundtable on The Language of Wealth has been rescheduled from March 7th to March 28th from 4pm – 5:30pm ET. In sync with our March Monthly Theme, The Language of Wealth, our next roundtable examines the following: Does the wealth management industry need a new PR Campaign? Despite UHNW philanthropic giving, contributions to science, […]

The UHNW Institute’s Leading Edge Innovation Sessions

The UHNW Institute’s Leading Edge Innovation Sessions are Institute leadership sessions where thought leaders with diverse perspectives collaborate to explore ideas, solutions and strategies on important industry topics. The resulting concepts and initiatives have the potential to influence decision-making, drive innovation and create positive change for families, advisors and firms. The 2023 Winter Session – Cooking up Collaboration: What […]

Welcome New Domain Chair and Two New Faculty Members

We are excited to welcome Anna E. Nichols, Arne Boudewyn and Nancy Amick! The UHNW Institute is pleased to announce that Anna Nichols of Altair Advisers has agreed to step into the role of domain chair for the Health and Well-Being domain. Anna is a well-known individual to the UHNW team, having previously worked at FOX and now with Altair Advisers, an MFO in Chicago, for many years.  Anna has a […]

Understanding Your Clients: Viewing DEI from the Lens of Inclusion First

Join moderator Tim Volk and several members of our Diversity, Equity and Inclusion (DEI) committee in conversation with special guests, Mitchell Spearman and Sheila Lawrence. In the realm of DEI, the “I” is often deprioritized as the last to be considered and hardest to measure. Yet Inclusion is often the most important metric for success and impact in terms of developing successful teams, improving client retention, and new business development. With […]