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. […]
Welcome to The UHNW Institute Advisory Board, Bill Wyman
Welcome to The UHNW Institute Advisory Board, Bill Wyman Please join us in welcoming William (Bill) Wyman to The UHNW Institute’s advisory board! As President of Family Office Services at Summitas, LLC, Bill brings nearly 40 years of experience with family offices and investment advisors. His impressive career includes leadership roles at BNY Mellon, Rockefeller […]
Celebrating Pride Month with The UHNW Institute
Celebrating Pride Month with The UHNW Institute At the UHNW Institute, Diversity Equity and Inclusion is a principal initiative that helps shape our programming, events content and community. This month, in celebration of Pride, we would like to recognize the LGBTQ+ community by showcasing some important organizations and resources you, your firm, and/or your […]
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 […]
Building Advisory Skills with Nontraditional Clients and their Families: How to Approach LGBTQ+ Issues with Sensitivity and Courage
Building Advisory Skills with Nontraditional Clients and their Families: How to Approach LGBTQ+ Issues with Sensitivity and Courage How comfortable are you helping clients who raise personal or family LGBTQ+ issues or have an LGBTQ+ connection? Would you like to build your awareness and skills to help this significant demographic of clients? How do nonbinary […]
Fresh Thought Leadership from the Institute Community
Fresh Thought Leadership from the Institute Community The Institute would like to highlight the following pieces of recent thought leadership from leaders within the UHNW Institute Community. Book: NEW Edition Family Wealth Management: Seven Imperatives for Successful Investing in the New World Order (2nd Edition) Authored by UHNW Institute Board of Directors Member Tom McCullough (Northwood […]
Roundtable Replay: The Outsized Impact of Family Goals in Investing
Roundtable Replay: The Outsized Impact of Family Goals in Investing Understanding and integrating client goals into investment strategies is fundamental in the progressively changing sector of wealth management. The UHNW Institute recently hosted an informative virtual roundtable discussion that shed light on this critical aspect, featuring insights from industry leaders. The session explored aspects of […]
