Webinar Replay: How Economic Challenges Shape Advisor-Family Dynamics
Between a world of high inflation, rising interest rates and market volatility, families across the country are facing a wide range of difficulties – even those among the ultra-high net worth. In light of this environment, the UHNW Institute partnered with Family Wealth Report for the publication’s latest Wealth Talk webinar to provide insight into […]
Key Insights from Dentons Family Office Direct Investing Survey Report
Key Insights from Dentons Family Office Direct Investing Survey Report We are pleased to share that Dentons, the world’s largest law firm, has published its Dentons Family Office Direct Investing Survey Report. Following the completion of a comprehensive survey of multiple sources from nearly 200 family offices in 32 countries, the report outlines family offices’ […]
Institute Spotlight: Stacy Allred
Institute Spotlight: Stacy Allred 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. To kick off the New Year, we will start with a bi-weekly feature series of all […]
Virtual Roundtable Discussion – The Family Business in Transition: Rethink, Rebalance, Reinvent
Virtual Roundtable Discussion – The Family Business in Transition: Rethink, Rebalance, Reinvent Thursday, January 19, 2023, from 5– 6:30 p.m. ET Passing the reins of the family business is one of the most important challenges that family businesses face. However, because the senior generations are well-established and experienced in their roles, it is often assumed […]
Roundtable Replay: Is There a Remedy for Truth Decay? Understanding the Global, Multigenerational Communication Breakdown
Roundtable Replay: Is There a Remedy for Truth Decay? Understanding the Global, Multigenerational Communication Breakdown Fake Twitter accounts, weaponized content, manipulated videos and new sources of trusted information have jolted us far past the “fake news” woes from the pandemic onset. “Truth decay” and “information disorder,” which are terms coined to capture the diminishing role that […]
Jamie McLaughlin on The Capital Club Podcast: The Changing Landscape of Global Wealth
Jamie McLaughlin on The Capital Club Podcast: The Changing Landscape of Global Wealth We are pleased to share that Jamie McLaughlin, CEO of J.H. McLaughlin & Co. and board member of The UHNW Institute, was recently interviewed for a special episode of The Capital Club, a podcast dedicated to providing high-net-worth individuals and family offices […]
New in 2023: The UHNW Institute’s Practice Management Clinics
The UHNW Institute’s Practice Management Clinics Through research, surveys and member feedback, The UHNW Institute has found that many corporate members have placed a high priority on improving their practice management acumen. Fortunately, given the depth and breadth of experience of our Advisory Board, we are uniquely positioned to meet this need. Please join us […]
Steve Prostano and Jamie McLaughlin in Family Wealth Report: Is the MFO Market Worth the Effort?
Steve Prostano and Jamie McLaughlin in Family Wealth Report: Is the MFO Market Worth the Effort? The multi-family office market is asset-rich and fast-growing. However, the world of MFOs is not always the easiest to comprehend, leaving many advisory firms that are contemplating joining the market to wonder if the effort is worth the gain. […]
Virtual Roundtable Discussion – Is There a Remedy for Truth Decay? Understanding the Global, Multigenerational Communication Breakdown
Virtual Roundtable Discussion – Is There a Remedy for Truth Decay? Understanding the Global, Multigenerational Communication Breakdown Thursday, December 8, 2022 from 5– 6:30 p.m. ET Fake Twitter accounts, weaponized content, manipulated videos and new sources of trusted information have jolted us far past the “fake news” woes from the pandemic onset. “Truth decay” and “information […]
Family Wealth Report Shares Key Takeaways from The UHNW Institute 2022 Symposium
Family Wealth Report Shares Key Takeaways from The UHNW Institute 2022 Symposium As ultra-high-net-worth families continue to evolve at a rapid rate, the necessity for their family offices, firms and service providers to adapt with them has become more urgent than ever before. To learn more about how advisors can better serve the rapidly evolving […]
