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 […]
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 […]
New Article by UHNW Institute Leadership: Tips on Choosing a Family Office Consultant
The lines between family enterprise and family wealth can be unclear in the complex field of family consulting. This challenge poses difficulties in selecting the right consultant(s) for navigating family dynamics, wealth adjustment, and governance. While hiring a family wealth or business consultant is a potentially stressful process, families can secure the assistance they need […]
WELCOME TO THE INSTITUTE: THREE NEW FACULTY MEMBERS
Please join us in welcoming three new faculty members to The UHNW Institute: Bryn Mars Monahan, Meredith Thomas Straight and Cindy L. Steeb. Drawing from a wealth of expertise in estate planning, investment management, and family dynamics, we are excited about the contributions of these industry specialists. They will play a vital role in The Institute’s education of […]
The UHNW Institute’s February Monthly Theme – Inclusion
The UHNW Institute’s February Monthly Theme: Inclusion – Supporting Your Client Every month, The UHNW Institute identifies a new theme to highlight, steering our content and programming. During February, we will explore the theme of Inclusion – Supporting Your Client and provide you with various resources to help you deepen your knowledge and understanding of […]
