Resources to Help You Understand the LGBTQ+ Landscape
Resources to Help You Understand the LGBTQ+ Landscape The UHNW Institute is a non-profit, non-partisan, 501(c)(3) educational organization. As part of its commitment and values, the UHNW Institute aims to: Provide a collaborative and safe learning environment that helps the wealth management industry better serve increasingly diverse ultra-high-net-worth families. Consistent with this goal and our […]
Welcome to The Institute: Three New Faculty Members
Welcome to The Institute: Three New Faculty Members Please join us in welcoming three new faculty members to The UHNW Institute: Bryan Kirk, Michael Sluder and David Werdiger. With combined knowledge encompassing estate planning, investment management, family dynamics and more, we are excited for each of these industry trailblazers to help educate Institute members on […]
Virtual Roundtable Discussion – Guiding from the Grave: Using Letters of Wishes to Communicate Client Intent
Virtual Roundtable Discussion – Guiding from the Grave: Using Letters of Wishes to Communicate Client Intent Thursday, July 20, 2023, from 4– 5:30 p.m. ET A Letter of Wishes is a non-binding side document that can be incredibly helpful for fiduciaries or others interpreting and administering trusts and other estate planning instruments. Such a communication […]
The UHNW Institute’s June Theme: The Evolving Client
The UHNW Institute’s June Theme: The Evolving Client Each month, The UHNW Institute identifies a specific industry theme to emphasize. Much of the content and programming we will highlight and produce in June will focus on The Evolving Client, through the lens of the various domains of family wealth. All monthly themes can be found in the 2023 […]
Roundtable Replay: Handling Dementia and Incapacity in Wealth Advising
Roundtable Replay: Handling Dementia and Incapacity in Wealth Advising As advances in healthcare have extended the average lifespan, the window for developing dementia has unfortunately increased, as well. As a result, numerous misunderstandings about incapacity and the nature of this disease have developed, resulting in some individuals living with it for years without receiving a […]
Key Insights from Alliant’s Family Enterprise Risk Index
Key Insights from Alliant’s Family Enterprise Risk Index In our continued effort to provide advisors with valuable resources to better serve ultra-high-net-worth families, we are pleased to share that Alliant Private Client, an award-winning insurance broker for affluent families and individuals, has published its Family Enterprise Risk Index. As new or growing perils alter the […]
Institute Spotlight: Jim Grubman
Institute Spotlight: Jim Grubman As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members, the Institute will periodically highlight a member of its faculty. This bi-weekly series will feature all of the domain heads for each Domain of Family Wealth and other important faculty. This […]
Welcome to The Institute: Pamela Lucina from Northern Trust
Welcome to The Institute: Pamela Lucina from Northern Trust Please join us in welcoming Pam Lucina as the newest advisory board member at The UHNW Institute! Pam is currently the chief fiduciary officer and leader of the Trust & Advisory Practice at Northern Trust, possessing nearly 30 years of experience in financial services. Her expertise […]
Welcome to The Institute: Seven New Faculty Members
Welcome to The Institute: Seven New Faculty Members As The UHNW Institute continues to grow and evolve to help advisors meet the ever-changing needs of ultra-high-net-worth individuals and families, we are pleased to welcome seven new faculty members to our organization. Each new member of our faculty has demonstrated vast knowledge in their respective fields […]
Institute Spotlight: Arden O’Connor
Institute Spotlight: Arden O’Connor As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts, the Institute will periodically highlight a member of its faculty. This bi-weekly series will feature all the domain heads for each Domain of Family Wealth. This week, we’re introducing Arden O’Connor, head of the […]
