UHNW Institute June Theme: Trust
UHNW Institute June Theme: Trust In the family wealth industry, communication is vital, yet terminology isn’t always well-defined or agreed upon. Some terms seem interchangeable or are used in different ways. As part of its mission to consider setting standards, The Institute is developing a glossary of terms and jargon that deserve clearer definitions. We […]
The UHNW Institute Podcast: The Ten Domains of Family Wealth
The UHNW Institute Podcast: The Ten Domains of Family Wealth In this insightful episode, host Russ Haworth and guest, Dr. Jim Grubman, UHNW Institute Content & Curriculum Chair and owner of Family Wealth Consulting, explore the Ten Domains of Family Wealth, a model designed to address the complex needs of ultra-high-net-worth families. This taxonomy and hierarchy help families […]
Recap of UHNW Institute 2024 Virtual Collegium VI
Recap of UHNW Institute 2024 Virtual Collegium VI The UHNW Institute’s Collegium VI was a dynamic virtual event held on April 24, 2024, that explored the practice management topic of client segmentation. A panel of industry leaders shared their experiences and insights on client segmentation, covering both practical and theoretical approaches, such as: UHNW client […]
Now Available: The Evolving Risk Landscape for Family Offices: A DENTONS SURVEY REPORT
The “Evolving Risk Landscape for Family Offices: A Dentons Survey Report” is available! This comprehensive report captures the dynamic and interconnected risks that family offices face in today’s volatile global environment. Compiled from responses from over 200 family offices from 33 countries, the survey covers regions including North America, Europe, Asia and the Middle East. […]
The UHNW Institute’s Integrated Family Wealth Management Initiative
The UHNW Institute’s Integrated Family Wealth Management Initiative The UHNW Institute (“The Institute”), a non-profit think tank and learning exchange, is committed to elevating the wealth management industry to serve the best interests of ultra-high-net-worth families. In furtherance of this mission, The Institute has established its Integrated Family Wealth Management (IFWM) Initiative as a strategic […]
Masterclass: Conflict Transformation | Empowering Tools for Positive Change (Part 1)
Conflict Transformation: Empowering Tools for Positive Change (Part 1) Our next Masterclass will be on June 20th at 4pm ET and is aimed at helping advisors develop practical skills for working with families in conflict. It is a cross-domain collaborative effort led by domain chairs Stacy Allred (Learning, Development and the Rising Generation), Arne Boudewyn […]
Introducing the New Resource Library
The UHNW Institute Resource Library has been upgraded! The improved Resource Library is still the searchable collection of high-quality educational content you know and love. We replaced the behind-the-scenes software with a powerful knowledge management system better equipped to handle the growing collection and complex taxonomy. Members can enjoy these upgraded features: Targeted search Enhanced filter […]
UHNW Institute May Theme: Investment
When we think about Investment, we naturally go to the assets families hold long-term. But this month, Investment will focus on more than the projects we fund and growth beyond our financial assets. We’ll explore the multitude of ways that UHNW families are investing— beyond the markets by incorporating social impact and philanthropic initiatives in health, […]
The UHNW Institute Podcast: An Introduction to The UHNW Institute
In our premiere episode, listen as Steve Prostano, founder and chairman of The UHNW Institute, talks with host, Russ Haworth, about the Institute’s mission and vision, including its organic formation in 2018. Steve highlights how the Institute functions like a university, with faculty and advisory board members delivering content, programming and resources. This structure allows the […]
Highlighted 2024 Family Wealth Report Award Winners
The Institute is thrilled to extend its heartfelt congratulations and sincere gratitude to a few remarkable members of our community who were honored at the prestigious 2024 Family Wealth Report Awards. We are delighted to recognize: Jim Grubman – Lifetime Achievement Award Mel Lagomasino – WE Family Offices – Women in Wealth Advisory (Individual) WE […]
