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 Cresset Capital Please join us in welcoming Liz Nesvold as the latest advisory board member at The UHNW Institute! Liz is currently the president of Cresset Capital, an award-winning multi-family office and private investment firm, where she is responsible for shaping the firm’s 100-year mission to ensure clients receive a […]

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 […]

Webinar Replay: Philanthropy and Social Impact Trends and Tools to Move to Wealth 3.0

Webinar Replay: Philanthropy and Social Impact Trends and Tools to Move to Wealth 3.0 As philanthropy touches each of the Ten Domains of Family Wealth, The UHNW Institute recently hosted a webinar, Philanthropy and Social Impact Trends and Tools to Move to Wealth 3.0. During this virtual event, experts in the field explored trends in philanthropy and […]