Steve Prostano Honored with a Lifetime Achievement Award at the 2023 Family Wealth Report Awards
Steve Prostano Honored with a Lifetime Achievement Award at the 2023 Family Wealth Report Awards We are thrilled to share that Steve Prostano, chairman of the board at The UHNW Institute and partner at PKF O’Connor Davies, was recently awarded the Lifetime Achievement Award at the Family Wealth Report Awards. This prestigious award is a […]
Celebrating Excellence in Wealth Management: Family Wealth Report Awards 2023 Recognizes Members of The UHNW Institute
Celebrating Excellence in Wealth Management: Family Wealth Report Awards 2023 Recognizes Members of The UHNW Institute Last night, members of The UHNW Institute’s Community were among the nominees and winners of the prestigious Family Wealth Report Awards. These awards recognize excellence in the wealth management industry, and we are proud to see our members acknowledged […]
New Virtual Panel Featuring Bill Woodson: How Financial Advisors Can Work Best with Family Offices
New Virtual Panel Featuring Bill Woodson: How Financial Advisors Can Work Best with Family Offices We are pleased to share that Bill Woodson, managing director and co-head of Cynosure Wealth Advisors and board member of The UHNW Institute, will be the moderator at the upcoming virtual panel, How Financial Advisors Can Work Best with Family […]
The UHNW Institute’s May Theme: Investing in Your Health
The UHNW Institute’s May Theme: Investing in Your Health Each month, The UHNW Institute will identify a specific industry theme to emphasize. Much of the content and programming we highlight and produce will focus on the chosen theme. All monthly themes can be found in the 2023 Programming Calendar here. Throughout the month of May, we […]
Introducing The UHNW Institute’s New Community Forum
Introducing The UHNW Institute’s New Community Forum We are excited to announce that The UHNW Institute’s new Community Forum feature is now available for all members! The newest feature of our member portal is the perfect place for members-only discussions, collaborations and connecting with peers who share in your need for growth, knowledge and the […]
Institute Spotlight: Linda Bourn
Institute Spotlight: Linda Bourn 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 bi-weekly series will feature the domain heads for each Domain of Family Wealth. This week, we’re introducing Linda Bourn, head of […]
Canadian Family Offices Explains How the Ten Domains Model Can Help Family Offices Deliver
Canadian Family Offices Explains How the Ten Domains Model Can Help Family Offices Deliver In ultra-high-net-worth families, the needs of family members and the family enterprise are often intertwined. As a result, when a family’s wealth grows, the services they require to meet their growing business and family needs expand with it. To meet these […]
Quarterly Newsletter: Volume 2, April 2023
In the second quarter 2023 newsletter, you will find a Letter from the Chairman of the Board, our quarterly themes, more information on the imminent launch of the Membership Portal, upcoming events, content and more. Click here to download. If you have any questions about this quarter’s newsletter or are interested in joining The […]
Virtual Roundtable Discussion – Handling Dementia and Incapacity in Wealth Advising
Virtual Roundtable Discussion – Handling Dementia and Incapacity in Wealth Advising Thursday, May 18, 2023, from 5– 6:30 p.m. ET Join The UHNW Institute for our next virtual roundtable discussion, which aims to provide financial advisors with the knowledge and resources needed to address the challenges of diminished capacity among aging clients. The session will […]
Institute Spotlight: Moira Somers
Institute Spotlight: Moira Somers As part of The Institute’s mission to provide educational content and opportunities to engage with industry experts and its members from all over the world, 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 […]
