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 […]

Educational Partner Opportunities

Educational Partner Opportunities Exciting partnership opportunities are now available with The UHNW Institute for 2023 and 2024. Our rapidly growing organization offers a range of benefits for Educational Partners, including visibility for your firm, advisory committee participation, event invitations, Resource Library access and more. Notable opportunities for your brand include: The UHNW Institute: Our premier […]

Quarterly Newsletter: Volume 4, October 2023

In the fourth quarter 2023 newsletter, you will find a Letter from the Chairman of the Board, an inside look at the latest improvements to our Resource Library, our quarterly themes, upcoming events and more. Click here to download.   If you have any questions about this quarter’s newsletter or are interested in joining The […]

Standing in Solidarity: Supporting Peace and Humanitarian Relief

Standing in Solidarity: Supporting Peace and Humanitarian Relief As you may be aware, The UHNW Institute has consistently offered resources for our members during times of conflict and emergency need – be it a wildfire in Hawaii, a weather-related act of nature or a conflict between nations. The recent attack by Hamas on Israel and the […]

Key Insights from Botoff Consulting’s 2023 Single Family Office Compensation Report

Key Insights from Botoff Consulting’s 2023 Single Family Office Compensation Report In our continued effort to provide advisors with valuable insights to better serve ultra-high-net-worth families, we are pleased to share that Botoff Consulting, a leader in the family office compensation space that is committed to capturing and analyzing compensation data to develop market trends, […]