The UHNWI Institute APRIL 2025 MONTHLY THEME – WEALTH + WELLNESS: NAVIGATING HEALTH & WELL-BEING IN THE LIVES OF UHNW FAMILIES
The UHNWI Institute APRIL 2025 MONTHLY THEME – WEALTH + WELLNESS: NAVIGATING HEALTH & WELL-BEING IN THE LIVES OF UHNW FAMILIES Dear UHNW Institute Members, We are grateful to those in attendance of the UHNW Institute’s inaugural Women’s Summit: Preparing the UHNW Industry for the Female Decision-Maker and the Wealth Shift of the Century in Palm Beach […]
New Article Available in the Resource Library: Domain Expertise for Those Who Seek to Serve Wealth: A Conversation with Wally Head and Dennis Jaffe
New Article Available in the Resource Library: Domain Expertise for Those Who Seek to Serve Wealth: A Conversation with Wally Head and Dennis Jaffe What does it take to advise a family with wealth that spans generations and branches? In a new article, Wally Head (Founder & Principal, Personal Fiduciary Advisors, LLC) and Dennis Jaffe (Senior […]
The UHNW Institute May 14 In-Person Presentation and Networking Mixer
Protecting What Matters Most: Navigating Risks for Family Offices Join the UHNW Institute, in partnership with Trove and Presage Global, to discuss strengthening family office risk preparedness, followed by a networking mixer for UHNW Institute members and prospects. Details Protecting What Matters Most: Navigating Risks for Family Offices, presented by Dr. Chris Sidford, CEO of […]
The UHNW Institute’s Women’s Summit | Meet the Speakers
The UHNW Institute’s Women’s Summit | Meet the Speakers The inaugural UHNW Institute’s Women’s Summit will take place April 30-May 1, 2025, bringing together leading voices in family wealth to share perspective, experience and practical approaches to generational transition and leadership. The program opens with a casual networking event and dinner in West Palm Beach, followed by […]
The Changing Role of Wealth Advisors in Addressing Client Health Concerns
The Changing Role of Wealth Advisors in Addressing Client Health Concerns Is there a doctor in the firm? When health becomes part of the conversation, wealth advisors often find themselves in uncharted territory. Yet for many UHNW families, physical, mental or behavioral health issues deeply affect how financial decisions are made, and the role of […]
Practice Management Clinic Summary Now Available: Defining and Measuring Service
Practice Management Clinic Summary Now Available: Defining and Measuring Service The summary from our March 2025 Practice Management Clinic, Defining and Measuring Service, is now available. March’s Practice Management Clinic focused on the Service pillar of the Building Blocks of Practice Management. This session explored how firms define service quality, deliver consistent client experiences and measure […]
Welcoming New UHNW Institute Team Member: Kristen Oliveri
Welcoming New UHNW Institute Team Member: Kristen Oliveri The UHNW Institute is proud to welcome Kristen Oliveri to our team. She will lead the delivery of a new offering for Single Family Offices being launched by the Institute in May 2025. The offering will include customized content, programs and events, community building and training for […]
Pre-Recorded Webinar: The Mentor, The Mentee, and Reverse Mentorship: Developing Successful Mentorship Programs for the UHNW Firm
Pre-Recorded Webinar: The Mentor, The Mentee, and Reverse Mentorship: Developing Successful Mentorship Programs for the UHNW Firm How can mentorship programs support career development and strengthen UHNW firms? In this Emerging Leaders Cohort webinar, panelists shared strategies for building effective mentorship programs and offered advice for both mentees and mentors. They also discussed how firms […]
Virtual Roundtable Replay: Delaware Beneficiary Well-Being Trust Statute
Virtual Roundtable Replay: Delaware Beneficiary Well-Being Trust Statute The UHNW Institute’s March Roundtable is now available for replay. In this session, Kristin Keffeler and Todd Flubacher examine Delaware’s new Beneficiary Well-Being Trust Statute—a shift in trust planning designed to support beneficiary growth and development throughout life. Kristin and Todd discuss the new § 3345 of […]
The UHNWI Institute APRIL 2025 MONTHLY THEME – FAIM
The UHNWI Institute APRIL 2025 MONTHLY THEME – FAIM * MARK YOUR CALENDAR * 4/3 The UHNW Institute Podcast: Exploring the Collegium and Practice Management Council 4/7 Webinar: The Mentor, The Mentee and Reverse Mentorship: Developing Successful Mentorship Programs for the UHNW Firm 4/23 or 4/24 The Virtual Collegium – Two Session Times to Choose From 4/23-24 FWR Fintech & Investment […]
