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 […]
The 2024 Symposium Report Is Now Available: The Future of Family Wealth Advising
The 2024 Symposium Report Is Now Available: The Future of Family Wealth Advising The UHNW Institute’s 2024 Symposium Report—The Future of Family Wealth Advising: Positioning Your Firm for Success—is now available. This report captures discussions from the Fourth Annual Symposium, where industry leaders examined Integrated Family Wealth Management (IFWM) and how firms structure and deliver services […]
PROVIDING SERVICE – PRACTICE MANAGEMENT CLINIC
PROVIDING SERVICE – PRACTICE MANAGEMENT CLINIC The Institute invites operating executives and practice leaders to attend our March Practice Management Clinic – Defining and Measuring Service. Taking place on March 12, at 4:00 pm ET, this session will focus on the Service pillar of the Building Blocks of Practice Management and discuss providing and measuring service. The session will begin with subject matter experts (listed below) discussing: How service can be […]
The UHNWI Institute MARCH 2025 MONTHLY THEME – Beneficiaries
The UHNWI Institute MARCH 2025 MONTHLY THEME – Beneficiaries This March, The Institute’s theme is Beneficiaries, with our Roundtable on March 25th focusing on The Delaware Beneficiary Well-Being Trust Statute. Kristin Keffeler, Chief Learning Officer at Johnson Financial Group, will converse with Todd A. Flubacher, partner at Morris, Nichols, Arsht & Tunnell LLP, about the new […]
New Podcast Episode: Understanding Security for UHNW Families
New Podcast Episode: Understanding Security for UHNW Families In this episode of The UHNW Institute Podcast, host Russ Haworth speaks with Paul Viollis, CEO at Viollis Group International, and Edward Marshall, CEO at Presage Global, about the security challenges facing ultra-high-net-worth families. Their conversation addresses common misconceptions, growing risks in cyber and physical security and […]
