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Author:
WMC
Institute Spotlight: Natalie McVeigh
March 14, 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: Allison Taff Migel from SEMCAP
March 9, 2023
The UHNW Institute welcomes Allison Taff Migel as the newest member of the advisory board of The UHNW Institute! Allison…
The UHNW Institute on The Family Business Podcast: Reimagining Transitions
March 9, 2023
Successfully passing the reigns of a family business to its next leader can be an emotional and challenging process filled…
Introducing The Institute’s New Domain Chairs: Betsy Erickson, Natalie McVeigh and Moira Somers
March 1, 2023
We are pleased to welcome three new domain chairs to The UHNW Institute: Betsy Erickson, Social Impact and Philanthropy domain;…
Institute Spotlight: Betsy Erickson
March 1, 2023
As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members…
New Event Series: THE UHNW INSTITUTE MASTERCLASS
February 28, 2023
New Event Series: THE UHNW INSTITUTE MASTERCLASS The Masterclass Series is a quarterly learning opportunity by and for Institute members…
THE UHNW INSTITUTE MASTERCLASS: The Art of Facilitation
February 28, 2023
Thursday, March 16, 2023, from 5– 6:30 p.m. ET Families of wealth, like all families, can face serious impediments to…
Key Insights from Botoff Consulting’s 2022 Estate and Household Staff Compensation Report
February 23, 2023
In our continued effort to provide advisors with valuable insights to better serve ultra-high-net-worth families, we are pleased to share…
Disaster Philanthropy: How You Can Help
February 23, 2023
As many know, Turkey and Syria were just hit by another earthquake following the quake two weeks ago that killed…
Welcome to the Institute: Richard Orlando from Legacy Capitals
February 15, 2023
We are pleased to welcome Richard Orlando, Ph.D., as the newest faculty member of The UHNW Institute! Dr. Orlando is…
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