Practice Management: Service Building Block – Customization, Scalability and Growth in a Complex World!
Welcome to The UHNW Institute’s ‘The Clinic,’ a new five-part series aligning with thought leadership and lessons learned from our bi-monthly Practice Management Clinics. The virtual Clinics allow Institute members to explore the group’s priorities among the building blocks of practice management, building new skills and operationalizing best practices. This Institute initiative organizes the ‘Building […]
May Roundtable: The Outsized Impact of Family Goals in Improving Client Management and Investment Outcomes
With the Institute’s theme for May focused on Investments, our featured event will be The Outsized Impact of Family Goals in Improving Client Management and Investment Outcomes. Occurring on May 30th at 4pm ET, this roundtable will focus on the dramatic importance of client goals in developing better financial and investment outcomes, more effectively serving client families […]
Webinar Replay: The Corporate Transparency Act: Managing Significant Challenges Faced by Families, Family Offices and Advisors
Many small, privately owned businesses now need to file reports under the Corporate Transparency Act (the “Act”). This law requires them to submit details about their “beneficial owners” to FinCEN. These beneficial owners can include individuals who are direct owners of the business, individuals who control the business through a trust, such as trustees and trust […]
Webinar Replay: The Language of Wealth
In sync with March’s Monthly Theme, The Language of Wealth, our recent roundtable examined the following: Does the wealth management industry need a new PR campaign? Despite significant philanthropic gifts and contributions to fields such as science, healthcare, and technology, as well as other impactful business ventures by ultra-high-net-worth individuals, the divide between haves and have-nots continues […]
WELCOME NEW DOMAIN CHAIRS, ADVISORY BOARD AND FACULTY MEMBER
The UHNW Institute is pleased to announce new domain chairs for 2 of our domains! Dr. Moira Somers will be shifting to the Family-Advisory Relationships domain chair and Arne Boudewyn will be taking over the Family Dynamics domain. Both Dr. Moira Somers and Arne Boudewyn both bring years of knowledge and experience to The […]
New Book by UHNW Institute Leadership – The 10×10 Learning Roadmap: Advancing Flourishing in Families of Wealth
The UHNW Institute would like to highlight the release of the book, 10×10 Learning Roadmap: Advancing Flourishing in Families of Wealth, co-authored by Institute Advisory Board Member and Domain Chair (Learning, Development and the Rising Gen) Stacy Allred, MST. Additional co-authors include family wealth specialists Stephen Goldbart, Ph.D., and Joan DiFuria, MFT. “What began as a […]
The UHNW Institute Podcast
The UHNW Institute is pleased to announce the premiere of its newest content format dedicated to UHNW firms, advisors and the families they serve. Each month, the UHNW Institute Podcast brings you the voices of the UHNW community’s most experienced minds, as well as the change-makers defining the next generation of wealth stewardship. The podcast includes […]
The UHNW Institute’s April Monthly Theme: Fintech
Each month, The UHNW Institute identifies a specific industry theme to emphasize. Much of the content and programming we highlight and produce will focus on the chosen theme. All monthly themes can be found in the 2024 Programming Calendar here. The private wealth industry demand for products and services continues to grow, as does technology […]
The UHNW Institute Symposium
We invite you to explore The UHNW Institute Symposium page where you will find information and opportunities to contribute to the 2024 event. Additionally, for those unable to join us in 2023 or attendees wanting a recap, the page has all recorded sessions, resources and a few new features. What’s new on the Symposium site? • Key-takeaways […]
The UHNW Institute 2024 Virtual Collegium VI
The UHNW Institute’s Collegiums are programs designed to promote peer-to-peer idea sharing on thought-provoking practice management topics. The program’s format is facilitator-led, utilizing plenary and small-group breakout sessions. Collegium VI will be an interactive program held virtually on April 24 from 3-5 pm EDT to discuss the complex practice management issue of client segmentation. The session […]
