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 […]
Family Wealth Report Shines Spotlight on The UHNW Institute 2023 Symposium
Family Wealth Report Shines Spotlight on The UHNW Institute 2023 Symposium For the third annual 2023 UHNW Institute Symposium, Family Wealth Report recently interviewed Katherine Dunlevie, president and chief executive of The Family Office at Synovus and chair of The UHNW Institute’s Integrated Wealth Management (IWM) Initiative Committee, along with Wally Head, founder and principal of Personal Fiduciary Advisors and […]
Live Webinar: Philanthropy and Social Impact Trends and Tools to Move to Wealth 3.0
Live Webinar: Philanthropy and Social Impact Trends and Tools to Move to Wealth 3.0 Wednesday, November 29 from 5 – 6:30 p.m. ET As philanthropy touches each of the Ten Domains of Family Wealth, The UHNW Institute is pleased to present its upcoming webinar, Philanthropy and Social Impact Trends and Tools to Move to Wealth 3.0. Join […]
Webinar Replay: Turning Tragedy into Triumph: How a Family Uses Impact Investment and Philanthropic Initiatives in Precision Medicine to Advance New Cures
Webinar Replay: Turning Tragedy into Triumph: How a Family Uses Impact Investment and Philanthropic Initiatives in Precision Medicine to Advance New Cures The UHNW Institute recently hosted a virtual webinar titled ‘Turning Tragedy into Triumph: Using Impact Investment and Philanthropic Initiatives in Precision Medicine to Advance New Cures.’ The webinar was moderated by Edward Marshall, Global Head […]
The UHNW Institute’s November Theme: Integrated Wealth Management
The UHNW Institute’s November Theme: Integrated Wealth Management Every month, The UHNW Institute identifies a new theme to highlight, steering our content and programming. For November, we will explore the theme of Integrated Wealth Management (IWM), the same concept that will guide our 2023 Symposium later this month. Learn more about our upcoming in-person and […]
The UHNW Institute’s Wealth 3.0 Video Series
The UHNW Institute’s Wealth 3.0 Video Series Earlier this year, a ‘modern manifesto’ calling for the rigorous transformation of the wealth management and advising profession was published. Authored by three of our distinguished Institute faculty members, Wealth 3.0: The Future of Family Wealth Advising outlines how the field arrived at this point and what will be needed […]
