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
Welcome to The Institute: Paul Edelman from Edelman & Associates
Welcome to The Institute: Paul Edelman from Edelman & Associates Please join us in welcoming the newest faculty member at The UHNW Institute: Paul Edelman, PhD, PCC, professional certified coach, educator, and facilitator at Edelman & Associates! With more than 25 years of experience helping family office and foundation leaders, family members and advisors be […]
The UHNW Institute’s January Monthly Theme – Collaboration: Strategic Planning
The UHNW Institute’s January Monthly Theme – Collaboration: Strategic Planning Happy New Year! Every month, The UHNW Institute identifies a new theme to highlight, steering our content and programming. For January, we’ll explore the theme of Collaboration: Strategic Planning, with an assortment of resources to help you deepen your knowledge and understanding of this compelling topic. With […]
The UHNW Institute Legacy Toolkit
The UHNW Institute Legacy Toolkit We invite you to utilize our new monthly resource toolkit, focused exclusively on the topic of our recent December 7th Roundtable, Leading with Legacy: Discovering the Voice & Shared Purpose of the Multigenerational Family. Discover ways firms connect family stories to purpose and extend ‘legacy’ beyond the wealth creator to […]
Virtual Roundtable Replay – Leading with Legacy: Discovering the Voice & Shared Purpose of the Multigenerational Family
Virtual Roundtable Replay – Leading with Legacy: Discovering the Voice & Shared Purpose of the Multigenerational Family While wealth management advisors may support the client’s journey from mission to vision and values, investment and financial needs and philanthropic giving aspirations, few concentrate on ways to capture the family’s long-term legacy goals and voice. In […]
Thank You to Our 2023 Symposium Sponsors
Thank You to Our 2023 Symposium Sponsors 2023 Symposium Sponsors: Thank you to our 2023 Symposium sponsors for their generosity and support; the event wouldn’t have been possible without them. Next year, look for our Educational Partner Spotlights quarterly and a dedicated webpage, highlighting our 2024 partners and their information. If you are interested in […]
Webinar Replay: Philanthropy and Social Impact Trends and Tools to Move to Wealth 3.0
Webinar Replay: Philanthropy and Social Impact Trends and Tools to Move to Wealth 3.0 As philanthropy touches each of the Ten Domains of Family Wealth, The UHNW Institute recently hosted a webinar, Philanthropy and Social Impact Trends and Tools to Move to Wealth 3.0. During this virtual event, experts in the field explored trends in philanthropy and […]
The UHNW Institute’s December Monthly Theme: Leading with Legacy
The UHNW Institute’s December Monthly Theme: Leading with Legacy Happy Holidays! Every month, The UHNW Institute identifies a new theme to highlight, steering our content and programming. For December, we explore the theme of Leading with Legacy, with an assortment of resources to help you deepen your knowledge and understanding of this compelling topic. Reflecting […]
Virtual Roundtable Discussion – Leading with Legacy: Discovering the Voice & Shared Purpose of the Multigenerational Family
Virtual Roundtable Discussion – Leading with Legacy: Discovering the Voice & Shared Purpose of the Multigenerational Family Thursday, December 7 from 4:00 – 5:30 p.m. ET While wealth management advisors may support the client’s journey from mission to vision and values, its investment and financial needs, and philanthropic giving aspirations, few concentrate on ways to […]
