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 […]
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 […]
Webinar | The Corporate Transparency Act: Managing Significant Challenges Faced by Families, Family Offices and Advisors
The UHNW Institute’s next webinar, The Corporate Transparency Act: Managing Significant Challenges Faced by Families, Family Offices and Advisors will be on Thursday, April 4th at 4 p.m. ET. The Corporate Transparency Act has imposed new reporting requirements for most small, privately held business entities. The Act requires these entities to provide the Financial […]
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 […]
