Pre-Recorded Webinar: The Mentor, The Mentee, and Reverse Mentorship: Developing Successful Mentorship Programs for the UHNW Firm
Pre-Recorded Webinar: The Mentor, The Mentee, and Reverse Mentorship: Developing Successful Mentorship Programs for the UHNW Firm How can mentorship programs support career development and strengthen UHNW firms? In this Emerging Leaders Cohort webinar, panelists shared strategies for building effective mentorship programs and offered advice for both mentees and mentors. They also discussed how firms […]
Virtual Roundtable Replay: Delaware Beneficiary Well-Being Trust Statute
Virtual Roundtable Replay: Delaware Beneficiary Well-Being Trust Statute The UHNW Institute’s March Roundtable is now available for replay. In this session, Kristin Keffeler and Todd Flubacher examine Delaware’s new Beneficiary Well-Being Trust Statute—a shift in trust planning designed to support beneficiary growth and development throughout life. Kristin and Todd discuss the new § 3345 of […]
The UHNW Institute APRIL 2025 MONTHLY THEME – FAIM
The UHNW Institute APRIL 2025 MONTHLY THEME – FAIM * MARK YOUR CALENDAR * 4/3 The UHNW Institute Podcast: Exploring the Collegium and Practice Management Council 4/7 Webinar: The Mentor, The Mentee and Reverse Mentorship: Developing Successful Mentorship Programs for the UHNW Firm 4/23 or 4/24 The Virtual Collegium – Two Session Times to Choose From 4/23-24 FWR Fintech & Investment […]
The 2024 Symposium Report Is Now Available: The Future of Family Wealth Advising
The 2024 Symposium Report Is Now Available: The Future of Family Wealth Advising The UHNW Institute’s 2024 Symposium Report—The Future of Family Wealth Advising: Positioning Your Firm for Success—is now available. This report captures discussions from the Fourth Annual Symposium, where industry leaders examined Integrated Family Wealth Management (IFWM) and how firms structure and deliver services […]
PROVIDING SERVICE – PRACTICE MANAGEMENT CLINIC
PROVIDING SERVICE – PRACTICE MANAGEMENT CLINIC The Institute invites operating executives and practice leaders to attend our March Practice Management Clinic – Defining and Measuring Service. Taking place on March 12, at 4:00 pm ET, this session will focus on the Service pillar of the Building Blocks of Practice Management and discuss providing and measuring service. The session will begin with subject matter experts (listed below) discussing: How service can be […]
The UHNWI Institute MARCH 2025 MONTHLY THEME – Beneficiaries
The UHNWI Institute MARCH 2025 MONTHLY THEME – Beneficiaries This March, The Institute’s theme is Beneficiaries, with our Roundtable on March 25th focusing on The Delaware Beneficiary Well-Being Trust Statute. Kristin Keffeler, Chief Learning Officer at Johnson Financial Group, will converse with Todd A. Flubacher, partner at Morris, Nichols, Arsht & Tunnell LLP, about the new […]
New Podcast Episode: Understanding Security for UHNW Families
New Podcast Episode: Understanding Security for UHNW Families In this episode of The UHNW Institute Podcast, host Russ Haworth speaks with Paul Viollis, CEO at Viollis Group International, and Edward Marshall, CEO at Presage Global, about the security challenges facing ultra-high-net-worth families. Their conversation addresses common misconceptions, growing risks in cyber and physical security and […]
Delaware Beneficiary Well-Being Trust Statute: Kristin Keffeler In Conversation with Todd Flubacher
Delaware Beneficiary Well-Being Trust Statute: Kristin Keffeler In Conversation with Todd Flubacher Give Beneficiaries a Fish, You Feed Them for a Day. Teach Beneficiaries to Fish, You Feed Them for a Lifetime. The cross-disciplinary endeavor of enhancing beneficiary engagement, growth and well-being is a sticky and important challenge many advisors face. And yet, how do […]
The UHNW Institute FEBRUARY 2025 MONTHLY THEME- Integrated Wealth
The UHNW Institute FEBRUARY 2025 MONTHLY THEME- Integrated Wealth Dear UHNW Institute Members, For those who joined us for the Fall Symposium, The Future of Family Wealth Advising: Positioning Your Firm for Success and for those unable to attend, we want to share the lessons learned at the event that focused on this month’s theme, Integrated Wealth — the […]
How to Grow and Develop Integrated Advisors – Practice Management Clinic
How to Grow and Develop Integrated Advisors – Practice Management Clinic The Institute invites operating executives and practice leaders to attend our first Practice Management Clinic of 2025 – How to Grow and Develop Integrated Advisors. Occurring on February 12, at 4:00 pm ET, this session will focus on the Human Capital pillar of the Building Blocks of Practice Management and tackle aspects […]
