July 12, 2023Tom McCullough in The Journal of Wealth Management: The Rise of the Integrated Advisor Over the past several decades, ultra-high-net-worth…
July 6, 2023Welcome to The Institute: Michael Pompian from Sunpointe Investments Please join us in welcoming the newest faculty member at The…
July 6, 2023Each month, The UHNW Institute identifies a specific industry theme to emphasize. Now, with Summer in full swing, we will…
June 27, 2023Wednesday, June 28 from 5 – 6:30 p.m. ET As part of The UHNW Institute Masterclass series, the Institute is pleased…
June 26, 2023Resources to Help You Understand the LGBTQ+ Landscape The UHNW Institute is a non-profit, non-partisan, 501(c)(3) educational organization. As part…
June 15, 2023Please join us in welcoming three new faculty members to The UHNW Institute: Bryan Kirk, Michael Sluder and David Werdiger.…
June 15, 2023Virtual Roundtable Discussion – Guiding from the Grave: Using Letters of Wishes to Communicate Client Intent Thursday, July 20, 2023,…
June 1, 2023Each month, The UHNW Institute identifies a specific industry theme to emphasize. Much of the content and programming we will…
May 31, 2023As advances in healthcare have extended the average lifespan, the window for developing dementia has unfortunately increased, as well.…
May 25, 2023In our continued effort to provide advisors with valuable resources to better serve ultra-high-net-worth families, we are pleased to share…