Roundtable Replay – Guiding from the Grave: Using Letters of Wishes to Communicate Client Intent
Roundtable Replay – Guiding from the Grave: Using Letters of Wishes to Communicate Client Intent A Letter of Wishes (LOWs) is a non-binding document that can be incredibly helpful for fiduciaries or others involved in the estate planning process when interpreting and administering trusts and other planning instruments. When used correctly, LOWs can provide […]
Exciting Updates to The UHNW Institute’s Resource Library
Exciting Updates to The UHNW Institute’s Resource Library The Resource Library at The UHNW Institute is a valuable collection of original and curated content aimed at assisting members in their endeavors to learn, collaborate, and serve UHNW families and family offices. We’re excited to share that we have made significant improvements to the library, specifically […]
Institute Spotlight: Amelia Renkert-Thomas
Institute Spotlight: Amelia Renkert-Thomas As part of the Institute’s mission to provide educational content and opportunities for members to engage with industry experts, the Institute will periodically highlight a member of its faculty. This series will feature the domain heads for each Domain of Family Wealth. This week, we’re introducing Amelia Renkert-Thomas, the new head […]
Quarterly Newsletter: Volume 3, July 2023
In the second quarter 2023 newsletter, you will find a Letter from the Chairman of the Board, an inside look at the latest improvements to our Resource Library, our quarterly themes, upcoming events and more. Click here to download. If you have any questions about this quarter’s newsletter or are interested in joining The […]
New Book by UHNW Institute Leadership – Wealth 3.0: The Future of Family Wealth Advising
New Book by UHNW Institute Leadership – Wealth 3.0: The Future of Family Wealth Advising The UHNW Institute is excited to announce the release of Wealth 3.0: The Future of Family Wealth Advising, authored by three of our distinguished Institute faculty members: James Grubman, PhD Owner, Family Wealth Consulting Board of Directors and Head of the […]
Replay – The UHNW Masterclass: Power Dynamics
Replay – The UHNW Masterclass: Power Dynamics On Wednesday, June 28, The UHNW Institute Masterclass series held its latest session, covering the essential topic of Power Dynamics. Using examples from the Emmy-winning show, Succession, this Masterclass explored the unequal, often-invisible influences that shape how members of wealthy families and family businesses interact, communicate and participate with one another. Some […]
Tom McCullough in The Journal of Wealth Management: The Rise of the Integrated Advisor
Tom McCullough in The Journal of Wealth Management: The Rise of the Integrated Advisor Over the past several decades, ultra-high-net-worth families have begun to feel exceedingly frustrated with traditional service models offered by advisors, which typically pushed products, lacked a central strategy and ignored family dynamics. In light of this, a new professional role has […]
Welcome to The Institute: Michael Pompian from Sunpointe Investments
Welcome to The Institute: Michael Pompian from Sunpointe Investments Please join us in welcoming the newest faculty member at The UHNW Institute. Michael Pompian, founder and CIO of Sunpointe Investments! With more than 25 years of experience managing wealth and investment portfolios at private banks, brokerages and family offices, we are excited for our members […]
The UHNW Institute’s July Theme: Estate Planning, Governance & Decision-Making
The UHNW Institute’s July Theme: Estate Planning, Governance & Decision-Making Each month, The UHNW Institute identifies a specific industry theme to emphasize. Now, with Summer in full swing, we will step back and consider big picture plans in July by highlighting and producing content and programming focused on Estate Planning, Governance & Decision-Making for members to explore […]
The UHNW Institute Masterclass: Power Dynamics
The UHNW Institute Masterclass: Power Dynamics Wednesday, June 28 from 5 – 6:30 p.m. ET As part of The UHNW Institute Masterclass series, the Institute is pleased to present its upcoming masterclass on Power Dynamics. Using examples from the Emmy-winning show, Succession, we’ll explore the often-invisible influences that shape how people interact, communicate and participate with one another. […]
