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Author:
WMC
Institute Spotlight: Jim Grubman
May 25, 2023
As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members,…
Welcome to The Institute: Pamela Lucina from Northern Trust
May 25, 2023
Welcome to The Institute: Pamela Lucina from Northern Trust Please join us in welcoming Pam Lucina as the newest advisory…
Welcome to The Institute: Seven New Faculty Members
May 17, 2023
Welcome to The Institute: Seven New Faculty Members As The UHNW Institute continues to grow and evolve to help advisors…
Institute Spotlight: Arden O’Connor
May 11, 2023
As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts, the Institute will…
Steve Prostano Honored with a Lifetime Achievement Award at the 2023 Family Wealth Report Awards
May 5, 2023
Steve Prostano Honored with a Lifetime Achievement Award at the 2023 Family Wealth Report Awards We are thrilled to share…
Celebrating Excellence in Wealth Management: Family Wealth Report Awards 2023 Recognizes Members of The UHNW Institute
May 5, 2023
Last night, members of The UHNW Institute's Community were among the nominees and winners of the prestigious Family Wealth Report…
New Virtual Panel Featuring Bill Woodson: How Financial Advisors Can Work Best with Family Offices
May 4, 2023
We are pleased to share that Bill Woodson, managing director and co-head of Cynosure Wealth Advisors and board member of…
The UHNW Institute’s May Theme: Investing in Your Health
May 4, 2023
Each month, The UHNW Institute will identify a specific industry theme to emphasize. Much of the content and programming we…
Introducing The UHNW Institute’s New Community Forum
April 28, 2023
We are excited to announce that The UHNW Institute’s new Community Forum feature is now available for all members! The…
Institute Spotlight: Linda Bourn
April 27, 2023
As part of the Institute’s mission to provide educational content and opportunities for members to engage with industry experts, the…
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