Virtual Roundtable Replay: Wealth 3.0 Lawyering – How to be an Integrated Attorney
Virtual Roundtable Replay: Wealth 3.0 Lawyering – How to be an Integrated Attorney On July 18th, we conducted a virtual roundtable focused on helping attorneys become integral members of advisory teams serving ultra-high-net-worth families. Moderator Jim Grubman and speakers Thomas Handler, Kim Kamin and Domingo Such guided this informative session, offering participants valuable strategies for […]
Get Ready for The UHNW Institute’s Summer Reading List
Get Ready for The UHNW Institute’s Summer Reading List! Ahead of the release of our annual Summer Reading List, learn what books Institute staff and leadership are currently enjoying across a diverse range a of genres including wealth management, fiction, leadership, and personal growth. Jim Grubman is reading Sempre Saputo by Lia Saputo in Lexington, MA. The […]
Introducing a New Member Benefit: Tamarind Learning
Introducing a New Member Benefit: Tamarind Learning We are pleased to introduce a new member benefit with our learning partner, Tamarind Learning. They offer courses on Stewardship, Trustee Basics, Tax, Finance, Investing Fundamentals and more, designed for affluent families and those who serve them. Email admin@uhnwinstitute.org for the code to schedule a complimentary education assessment with a Tamarind Learning […]
Webinar Replay: Building Advisory Skills with Nontraditional Clients and Their Families (Part 1)
Webinar Replay: Building Advisory Skills with Nontraditional Clients and Their Families (Part 1) On June 27th, The UHNW Institute hosted the first installment of our forward-thinking educational series focused on enhancing advisors’ skills in addressing LGBTQ+ and nonbinary family issues. The webinar— Building Advisory Skills with Nontraditional Clients and Their Families: How to Approach LGBTQ+ Issues […]
Welcome: New Domain Chair and New Advisory Board Member
Welcome: New Domain Chair and New Advisory Board Member The UHNW Institute is pleased to announce that Charlie Grace has stepped in as Domain Chair for the Financial and Investment Management Domain. Charlie, known for his expertise in working with ultra-high-net-worth families, family offices and family enterprises, brings a wealth of knowledge and a strategic […]
New Podcast Episode: Leadership and Transition Planning
New Podcast Episode: Leadership and Transition Planning In our latest episode of The UHNW Institute Podcast, host Russ Haworth interviews Amy Renkert-Thomas, chair of the Leadership and Transition Planning domain at the UHNW Institute and Founder of Renkert Thomas Consulting. Russ and Amy talk about the vital role of leadership and transition planning in multi-generational family enterprises. […]
Masterclass Replay: Conflict Transformation – Empowering Tools For Positive Change (Part 1)
Masterclass Replay: Conflict Transformation – Empowering Tools For Positive Change (Part 1) On June 20th, we hosted an enlightening Masterclass aimed at equipping advisors with practical skills for handling family conflicts. Facilitators Stacy Allred, Arne Boudewyn and Moira Somers led this collaborative session, which provided participants with valuable tools for managing and resolving conflicts […]
Wealth 3.0 Lawyering – How to be an Integrated Attorney
Wealth 3.0 Lawyering – How to be an Integrated Attorney Session Description: Join The UHNW Institute on Thursday, July 18 at 4pm ET for our next Roundtable, now open to non-member industry attorneys and other professionals at a small fee. Register Now! This Roundtable will address how, despite some of their unique challenges, attorneys […]
UHNW Institute July Theme: Wealth, Law and Collaboration
UHNW Institute July Theme: Wealth, Law and Collaboration Happy July 4th Week Everyone! With the holiday weekend ahead, a summer in full swing and family travel top of mind, am I the only one whose mind turns to their estate plan when they head off on an international flight with family in tow? […]
Practice Management: Sales and Marketing Building Block – Finding New Clients, Pipelines & Pipeline Management, and Prospect Conversion
Practice Management: Sales and Marketing Building Block – Finding New Clients, Pipelines & Pipeline Management, and Prospect Conversion This third article of “The Clinic”, a five-part series aligning with thought leadership and lessons learned from our bi-monthly Practice Management Clinics, concentrates on the May 8th Sales and Marketing PMC, featuring Brian Hughes, President of Eton Advisors. […]
