Understanding Your Clients: Viewing DEI from the Lens of Inclusion First
Join moderator Tim Volk and several members of our Diversity, Equity and Inclusion (DEI) committee in conversation with special guests, Mitchell Spearman and Sheila Lawrence. In the realm of DEI, the “I” is often deprioritized as the last to be considered and hardest to measure. Yet Inclusion is often the most important metric for success and impact in terms of developing successful teams, improving client retention, and new business development. With […]
New Article by UHNW Institute Leadership: Tips on Choosing a Family Office Consultant
The lines between family enterprise and family wealth can be unclear in the complex field of family consulting. This challenge poses difficulties in selecting the right consultant(s) for navigating family dynamics, wealth adjustment, and governance. While hiring a family wealth or business consultant is a potentially stressful process, families can secure the assistance they need […]
WELCOME TO THE INSTITUTE: THREE NEW FACULTY MEMBERS
Please join us in welcoming three new faculty members to The UHNW Institute: Bryn Mars Monahan, Meredith Thomas Straight and Cindy L. Steeb. Drawing from a wealth of expertise in estate planning, investment management, and family dynamics, we are excited about the contributions of these industry specialists. They will play a vital role in The Institute’s education of […]
Botoff Consulting: 2024 Compensation and Talent Planning Report
Now Available: The 2024 Compensation and Talent Planning Report The 2024 Compensation and Talent Planning Report by Botoff Consulting is now available! In the report, you will find a breadth of information on the compensation landscape, coming from 347 family offices from 25 different countries. Regions represented in the report include the Americas, Europe, Asia […]
Replay: The UHNW Masterclass on Collaboration
Aligning with January’s Collaboration: Strategic Planning theme, our latest UHNW Institute Masterclass was all about collaboration. This virtual course offered engaging, hands-on learning led by Natalie McVeigh, managing director at Eisner Advisory Group, LLC, with James Grubman, PhD, owner of Family Wealth Consulting. Collaboration is often emphasized in successful business programs, but it’s particularly crucial […]
New in 2024: The UHNW Institute Emerging Leaders Cohort & Mentorship Program
The UHNW Institute Emerging Leaders Cohort & Mentorship Program New for 2024, The UHNW Institute Emerging Leaders Cohort & Mentorship Program, in collaboration with our Institute partners, kicks off a 4-part learning cohort with training program for the emerging leaders within Institute member firms. We’ll aim to match mentors with our diverse group of emerging […]
Edward Marshall in Family Wealth Report: There Is No Such Thing as a Family Office
Edward Marshall in Family Wealth Report: There Is No Such Thing as a Family Office In this new Family Wealth Report piece, Edward V. Marshall, an advisory board member and co-chair of the Family Office Initiative at The UHNW Institute and the global head of the Dentons Family Office and High Net Worth Group, prompts advisors to reconsider preconceived notions about family office structures. In this […]
Welcome to The Institute: Liz Nesvold from Cresset Capital
Welcome to The Institute: Liz Nesvold from Emigrant Please join us in welcoming Liz Nesvold as the newest advisory board member of The UHNW Institute! Liz is Vice Chair of Emigrant Bank and Chair of Emigrant Partners, working across the Bank’s affiliates serving the wealth management industry, including Family Office Services, Sarasota Private Trust, Summitas, […]
Back in 2024: The UHNW Institute’s Practice Management Clinics
The UHNW Institute’s Practice Management Clinics Through research, surveys and member feedback, The UHNW Institute has found that many corporate members place a high priority on improving their practice management expertise. Fortunately, given the depth and breadth of experience of our Advisory Board, we are uniquely positioned to meet this need. Please join us in […]
‘Wealth 3.0’ and what’s next in advising: A chat with Jim Grubman
Jim Grubman, Board of Directors Member and Chair of the Content and Curriculum Committee at The UHNW Institute was recently interviewed by Canadian Family Offices on Wealth 3.0. Learn more about Jim’s background, key concepts within Wealth 3.0, and what’s next for the wealth advising industry, in the article below. ‘Wealth 3.0’ and what’s next […]
