Institute Spotlight: Betsy Erickson
Institute Spotlight: Betsy Erickson 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. […]
New Event Series: THE UHNW INSTITUTE MASTERCLASS
New Event Series: THE UHNW INSTITUTE MASTERCLASS The Masterclass Series is a quarterly learning opportunity by and for Institute members and peers. Our new content offering provides 90-minute, virtual instruction on topics you’ve requested with small class sizes and engaging break-out sessions. You’ll learn new skills and hone existing ones alongside colleagues. Learning opportunities and resources extend […]
THE UHNW INSTITUTE MASTERCLASS: The Art of Facilitation
THE UHNW INSTITUTE MASTERCLASS: The Art of Facilitation Thursday, March 16, 2023, from 5– 6:30 p.m. ET Families of wealth, like all families, can face serious impediments to success as a result of unhelpful or difficult communication patterns. When conflicts threaten to derail the family itself, UHNW advisors and firms often scramble to repair impending […]
Key Insights from Botoff Consulting’s 2022 Estate and Household Staff Compensation Report
Key Insights from Botoff Consulting’s 2022 Estate and Household Staff Compensation Report In our continued effort to provide advisors with valuable insights to better serve ultra-high-net-worth families, we are pleased to share that Botoff Consulting, a leader in the family office compensation space that is committed to capturing and analyzing compensation data to develop market […]
Disaster Philanthropy: How You Can Help
Disaster Philanthropy: How You Can Help As many know, Turkey and Syria were just hit by another earthquake following the quake two weeks ago that killed 47,000 people. If you or your clients are interested in supporting the immediate disaster response or recovery efforts, the Philanthropy and Social Impact Domain recommends this recent article in […]
Welcome to the Institute: Richard Orlando from Legacy Capitals
Welcome to the Institute: Richard Orlando from Legacy Capitals We are pleased to welcome Richard Orlando, Ph.D., as the newest faculty member of The UHNW Institute! Dr. Orlando is the founder of Legacy Capitals, where he has advised high and ultra-high net worth client families for decades. We are pleased to have Dr. Orlando join […]
The UHNW Institute Leadership Featured in Trust & Estates Magazine: Wealth 3.0 in Practice
The UHNW Institute Leadership Featured in Trust & Estates Magazine: Wealth 3.0 in Practice Historically, wealth advising focused on only managing and preserving the family’s money during the long era of “Wealth 1.0,” Dr. Jim Grubman’s term for the period preceding the modern world of wealth management. Then, starting in the 1980s, Wealth 2.0 broadened […]
Institute Spotlight: Kim Kamin
Institute Spotlight: Kim Kamin 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: Pat Soldano and John Marino from the Policy & Taxation Group
Welcome to the Institute: Pat Soldano and John Marino from the Policy & Taxation Group We are pleased to welcome Pat Soldano and John Marino from the Policy and Taxation Group to The UHNW Institute! John joins our faculty, and Pat joins us as the newest member of our advisory board. We’re thrilled to have them both and know their […]
Three Ways You Can Support Diversity, Equity and Inclusion
Three Ways You Can Support Diversity, Equity and Inclusion While the opportunity to create and sustain wealth has been limited for many people of color, this rings particularly true for Black people in America due to systemic inequality, racism and structural barriers. The membership of the UHNW Institute and the clients we serve represent tremendous […]
