Replay: The UHNW Masterclass on Collaboration
Aligning with January’s Collaboration: Strategic Planning theme, our latest UHNW Institute Masterclass was all about collaboration. This virtual course offered engaging, hands-on learning led by Natalie McVeigh, managing director at Eisner Advisory Group, LLC, with James Grubman, PhD, owner of Family Wealth Consulting. Collaboration is often emphasized in successful business programs, but it’s particularly crucial […]
Quarterly Newsletter: Volume 5, January 2024
In the 2024 first-quarter newsletter, you will find a Letter from the Chairman of the Board, exciting new programs, our quarterly themes, upcoming events and more. Click here to download. If you have any questions about this quarter’s newsletter or are interested in joining The UHNW Institute, please do not hesitate to contact us.
Board Member Highlight: Edward V. Marshall
Board Member Highlight: Edward V. Marshall The UHNW Institute is pleased to feature our quarterly conversation highlights with Edward V. Marshall, an advisory board member and co-chair of the Family Office Initiative at The UHNW Institute and the global head of the Dentons Family Office and High Net Worth Group. Eddie shares his thoughts on current changes and disruptions within […]
Edward Marshall in Family Wealth Report: There Is No Such Thing as a Family Office
Edward Marshall in Family Wealth Report: There Is No Such Thing as a Family Office In this new Family Wealth Report piece, Edward V. Marshall, an advisory board member and co-chair of the Family Office Initiative at The UHNW Institute and the global head of the Dentons Family Office and High Net Worth Group, prompts advisors to reconsider preconceived notions about family office structures. In this […]
The UHNW Masterclass: Collaboration
The UHNW Masterclass: Collaboration Thursday, January 25, from 5 – 6:30 p.m. ET Aligning with January’s Collaboration: Strategic Planning theme, our next UHNW Institute Masterclass is all about collaboration. Join us for this skills-based, virtual course offering engaging, hands-on learning led by Natalie McVeigh, managing director at Eisner Advisory Group, LLC,with James Grubman, PhD, owner of Family Wealth Consulting. […]
Welcome to The Institute: Liz Nesvold from Cresset Capital
Welcome to The Institute: Liz Nesvold from Emigrant Please join us in welcoming Liz Nesvold as the newest advisory board member of The UHNW Institute! Liz is Vice Chair of Emigrant Bank and Chair of Emigrant Partners, working across the Bank’s affiliates serving the wealth management industry, including Family Office Services, Sarasota Private Trust, Summitas, […]
The UHNW Institute Collaboration Toolkit
The UHNW Institute Collaboration Toolkit We invite you to utilize our new Collaboration Toolkit, which is focused exclusively on our monthly theme, Collaboration: Strategic Planning. Explore our curated selection of books, articles, white papers and actionable tools by downloading the Collaboration Toolkit below. The UHNW Institute’s Resource Library content is also available for members here. DOWNLOAD HERE
Welcome to The Institute: Paul Edelman from Edelman & Associates
Welcome to The Institute: Paul Edelman from Edelman & Associates Please join us in welcoming the newest faculty member at The UHNW Institute: Paul Edelman, PhD, PCC, professional certified coach, educator, and facilitator at Edelman & Associates! With more than 25 years of experience helping family office and foundation leaders, family members and advisors be […]
The UHNW Institute’s January Monthly Theme – Collaboration: Strategic Planning
The UHNW Institute’s January Monthly Theme – Collaboration: Strategic Planning Happy New Year! Every month, The UHNW Institute identifies a new theme to highlight, steering our content and programming. For January, we’ll explore the theme of Collaboration: Strategic Planning, with an assortment of resources to help you deepen your knowledge and understanding of this compelling topic. With […]
The UHNW Institute Legacy Toolkit
The UHNW Institute Legacy Toolkit We invite you to utilize our new monthly resource toolkit, focused exclusively on the topic of our recent December 7th Roundtable, Leading with Legacy: Discovering the Voice & Shared Purpose of the Multigenerational Family. Discover ways firms connect family stories to purpose and extend ‘legacy’ beyond the wealth creator to […]
