The UHNW Institute’s April Theme: Family Dynamics
The UHNW Institute’s April Theme: Family Dynamics 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. Through the month of April, we will […]
Wealth of Wisdom Podcast Recap: Leading Successful Family Meetings
Wealth of Wisdom Podcast Recap: Leading Successful Family Meetings Lansberg Gersick Advisors’ (LGA) Dr. Katherine Grady and Dr. Wendy Ulaszek joined Tom McCullough, The Chairman and CEO of Northwood Family Office and The UHNW Institute’s Investing and Wealth Management Domain Chair, on a recent episode of the Wealth of Wisdom podcast series to provide insight […]
Replay – The UHNW Institute Masterclass: The Art of Facilitation
Replay – The UHNW Institute Masterclass: The Art of Facilitation On Thursday, March 16, The UHNW Institute held its inaugural Masterclass: The Art of Facilitation, where experts discussed facilitation and the importance of creating effective conditions for it. Facilitation falls on a spectrum from one-on-ones, to small groups, to multi-generational families. If you were […]
Institute Spotlight: Tom McCullough
Institute Spotlight: Tom McCullough 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. This week, we’re introducing Tom […]
The UHNW Institute’s DEI Allyship Challenge
The UHNW Institute’s DEI Allyship Challenge Here at The UHNW Institute, we believe allyship is essential to highly functioning teams as well as attracting and retaining a diverse client and employee base. Acts of allyship generally fall into one of three categories: speaking up, extending opportunities, and challenging the status quo. Below is an allyship challenge […]
Upcoming Event – The Eighth Annual Family Office FinTech Summit by Family Wealth Report
Upcoming Event – The Eighth Annual Family Office FinTech Summit by Family Wealth Report September 13, 2023 in New York City We are pleased to announce that the window to register for the Eighth Annual Family Wealth Report Family Office Fintech Summit 2023 is now open! If you are involved in technology and operational decisions or […]
Institute Spotlight: Natalie McVeigh
Institute Spotlight: Natalie McVeigh 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 U.S., 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. […]
Welcome to The Institute: Allison Taff Migel from SEMCAP
Welcome to The Institute: Allison Taff Migel from SEMCAP The UHNW Institute welcomes Allison Taff Migel as the newest member of the advisory board of The UHNW Institute! Allison is the managing director of investor relations at Seminal Capital Holdings, LLC (SEMCAP) and a seasoned wealth advisor and marketing and business development professional with over […]
The UHNW Institute on The Family Business Podcast: Reimagining Transitions
The UHNW Institute on The Family Business Podcast: Reimagining Transitions Successfully passing the reigns of a family business to its next leader can be an emotional and challenging process filled with inaccurate assumptions. To help challenge these assumptions and create a new framework for successful intergenerational transfer, The UHNW Institute recently published, Reimagining […]
Introducing The Institute’s New Domain Chairs: Betsy Erickson, Natalie McVeigh and Moira Somers
Introducing The Institute’s New Domain Chairs: Betsy Erickson, Natalie McVeigh and Moira Somers We are pleased to welcome three new domain chairs to The UHNW Institute: Betsy Erickson, Social Impact and Philanthropy domain; Natalie McVeigh, Family-Advisory Relationships domain; and Dr. Moira Somers, Family Dynamics domain. Through these roles, Betsy, Natalie and Moira will help advisors […]
