The UHNW Institute’s DEI Allyship Challenge
The UHNW Institute’s DEI Allyship Challenge Here at The UHNW Institute, we believe allyship is essential to highly functioning teams as well as attracting and retaining a diverse client and employee base. Acts of allyship generally fall into one of three categories: speaking up, extending opportunities, and challenging the status quo. Below is an allyship challenge […]
Upcoming Event – The Eighth Annual Family Office FinTech Summit by Family Wealth Report
Upcoming Event – The Eighth Annual Family Office FinTech Summit by Family Wealth Report September 13, 2023 in New York City We are pleased to announce that the window to register for the Eighth Annual Family Wealth Report Family Office Fintech Summit 2023 is now open! If you are involved in technology and operational decisions or […]
Institute Spotlight: Natalie McVeigh
Institute Spotlight: Natalie McVeigh As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members from all over the U.S., the Institute will periodically highlight a member of its faculty. This bi-weekly series will feature all of the domain heads for each Domain of Family Wealth. […]
Welcome to The Institute: Allison Taff Migel from SEMCAP
Welcome to The Institute: Allison Taff Migel from SEMCAP The UHNW Institute welcomes Allison Taff Migel as the newest member of the advisory board of The UHNW Institute! Allison is the managing director of investor relations at Seminal Capital Holdings, LLC (SEMCAP) and a seasoned wealth advisor and marketing and business development professional with over […]
The UHNW Institute on The Family Business Podcast: Reimagining Transitions
The UHNW Institute on The Family Business Podcast: Reimagining Transitions Successfully passing the reigns of a family business to its next leader can be an emotional and challenging process filled with inaccurate assumptions. To help challenge these assumptions and create a new framework for successful intergenerational transfer, The UHNW Institute recently published, Reimagining […]
Introducing The Institute’s New Domain Chairs: Betsy Erickson, Natalie McVeigh and Moira Somers
Introducing The Institute’s New Domain Chairs: Betsy Erickson, Natalie McVeigh and Moira Somers We are pleased to welcome three new domain chairs to The UHNW Institute: Betsy Erickson, Social Impact and Philanthropy domain; Natalie McVeigh, Family-Advisory Relationships domain; and Dr. Moira Somers, Family Dynamics domain. Through these roles, Betsy, Natalie and Moira will help advisors […]
Institute Spotlight: Betsy Erickson
Institute Spotlight: Betsy Erickson As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members from all over the U.S., the Institute will periodically highlight a member of its faculty. This bi-weekly series will feature all of the domain heads for each Domain of Family Wealth. […]
New Event Series: THE UHNW INSTITUTE MASTERCLASS
New Event Series: THE UHNW INSTITUTE MASTERCLASS The Masterclass Series is a quarterly learning opportunity by and for Institute members and peers. Our new content offering provides 90-minute, virtual instruction on topics you’ve requested with small class sizes and engaging break-out sessions. You’ll learn new skills and hone existing ones alongside colleagues. Learning opportunities and resources extend […]
THE UHNW INSTITUTE MASTERCLASS: The Art of Facilitation
THE UHNW INSTITUTE MASTERCLASS: The Art of Facilitation Thursday, March 16, 2023, from 5– 6:30 p.m. ET Families of wealth, like all families, can face serious impediments to success as a result of unhelpful or difficult communication patterns. When conflicts threaten to derail the family itself, UHNW advisors and firms often scramble to repair impending […]
Key Insights from Botoff Consulting’s 2022 Estate and Household Staff Compensation Report
Key Insights from Botoff Consulting’s 2022 Estate and Household Staff Compensation Report In our continued effort to provide advisors with valuable insights to better serve ultra-high-net-worth families, we are pleased to share that Botoff Consulting, a leader in the family office compensation space that is committed to capturing and analyzing compensation data to develop market […]
