Groundbreaking Industry Glossary Featured in Family Wealth Report
Groundbreaking Industry Glossary Featured in Family Wealth Report The UHNW Institute’s Wealthesaurus™ was unveiled at our Symposium in New York and featured prominently in a Family Wealth Report article. This first-of-its-kind glossary defines over 70 terms in family wealth advising, providing clarity and consistency for advisors and clients. The Wealthesaurus™ is still in development and is currently available only […]
Thank You to the Educational Partners of The Fourth Annual UHNW Institute Symposium
Thank You to the Educational Partners of The Fourth Annual UHNW Institute Symposium The Fourth Annual UHNW Institute Symposium was a tremendous success thanks to the incredible support of our Educational Partners. We extend our gratitude to Andersen, Brown Advisory, Family Wealth Report, Key Private Bank, Matter Family Office, Mayo Clinic Executive Health, PKF O’Connor […]
Serving the Whole Client: A Conversation on Holistic Advisory of Modern Families
Serving the Whole Client: A Conversation on Holistic Advisory of Modern Families Don’t miss out on our last webinar of 2024, December 12 at 12pm noon ET, Serving the Whole Client: A Conversation on Holistic Advisory of Modern Families. This will be part 2 of our 4 part webinar series for Building Advisory Skills with today’s […]
THE UHNW INSTITUTE NOVEMBER THEME: INTEGRATED FAMILY WEALTH MANAGEMENT
THE UHNW INSTITUTE NOVEMBER THEME: INTEGRATED FAMILY WEALTH MANAGEMENT We look forward to seeing you at the Fourth Annual UHNW Institute Symposium in NYC on Wednesday and Thursday, November 13 and 14th for The Future of Family Wealth Advising: Positioning Your Firm for Success! Whether you’re live in NYC or attending virtually, we’ll explore the […]
New Podcast Episode: Health and Wellness with Anna Nichols
New Podcast Episode: Health and Wellness with Anna Nichols In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Anna Nichols, Managing Director and Head of Client Education at Altair Advisors and Chair of the Health and Wellness Domain at the Institute. Together, they explore the vital role that health and wellness […]
October Roundtable Replay and Trends 2025 Report: Insights in Family Philanthropy
October Roundtable Replay and Trends 2025 Report: Insights in Family Philanthropy Our recent October roundtable explored pivotal topics in philanthropy and social impact, guided by insights from two major reports. The U.S. Philanthropic Advisors 2024 report sets new standards and helps advisors and clients better understand their needs and available resources, and Overcoming Psychological Barriers to Giving examines common […]
Meet the Educational Partners behind The Fourth Annual UHNW Institute Symposium
Meet the Educational Partners behind The Fourth Annual UHNW Institute Symposium We’re looking forward to seeing members at The Fourth Annual UHNW Institute Symposium on November 13-14, 2024, in New York City. This year, we’ve received some incredible support from our Educational Partners: Andersen, Brown Advisory, Family Wealth Report, KeyBank, Matter Family Office, Mayo Clinic, […]
Congratulations to UHNW Institutes Jim Grubman
Congratulations to UHNW Institutes Jim Grubman We proudly extend our warmest congratulations to UHNW Institutes Content & Curriculum Committee Chair, Jim Grubman, on his recognition as the 2024 Richard Beckhard Practice Award recipient by the The Family Firm Institute (FFI). This prestigious award highlights outstanding contributions to family business practice, a field where Jim has made remarkable strides over […]
Q4 Featured Advisory Board Member Q&A
Q4 Featured Advisory Board Member Q&A – Doris Meister Why did you join the Institute? Because I believe in our mission and I enjoy working with my peers throughout our industry. The Institute is committed to advancing the practice of integrated wealth management which is a very challenging mission. Having worked with UHNW clients my […]
Collegium VII Recap: Sustainable Growth in Wealth Management
Collegium VII Recap: Sustainable Growth in Wealth Management On October 8, The UHNW Institute hosted the Collegium VII at the BMO offices in Chicago. Facilitated by Jamie McLaughlin, the event brought together UHNW wealth management leaders to examine practical strategies for sustainable growth in a complex industry. Key topics included aligning firm structures with long-term […]
