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 […]
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 Cresset Capital Please join us in welcoming Liz Nesvold as the latest advisory board member at The UHNW Institute! Liz is currently the president of Cresset Capital, an award-winning multi-family office and private investment firm, where she is responsible for shaping the firm’s 100-year mission to ensure clients receive a […]
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
