Family Meetings: Institute Professionals Offer Advice on How to Get Things Right
Successful families tend to have successful family meetings, according to an article in Barron’s Advisor magazine that quotes three Institute members, Jim Grubman, Kathy Lintz and Jonathan Bergman.
The UHNW Institute Winners: 2022 Family Wealth Report Awards
We’re honored and excited that many of our members (firms and individuals) and board members were recognized as 2022 winners across an array of categories at the 9th Family Wealth Report Awards ceremony held in NYC.
Wealth 3.0–A New Paradigm for Advice– Moves Clients from Fear to Engagement
Wealth 3.0, a new approach to providing advice to wealthy families, is spotlighted in a recent paper by Institute faculty members James Grubman and Dennis Jaffe, and co-author Kristin Keffeler, in the February issue of Trusts & Estates magazine.
Barbara Hauser of Advisory Board Has New Book on Family Governance
Barbara Hauser, an Institute Advisory Board Member, serves as Editor in Chief of the International Family Offices Journal. Her new book, from the Swiss publisher Helbirg Lichtenhahn, is titled Applying the Benefits of the Rule of Law in Family Governance. In it, she makes the case that family decision-making ought to be modeled after the rule of law, with due consideration given to transparency, accountability, and family member participation.
Amy Hart Clyne Wants to Help Women Find Their Voices and Create Legacies
Amy Hart Clyne has a new book full of advice for women titled Finding Her Voice and Creating a Legacy. She is Chief Knowledge and Learning Officer for Pitcairn and an Institute Advisory Board Member. Her co-author, Dennis Jaffe, is an Institute Faculty Member.
Daniel Trimarchi Named a Top Consultant In Family Business Field by Family Capital
Daniel Trimarchi, an Institute Faculty Member, has been named one of the top consultants in the family business field. Trimarchi, who serves on the Institute’s Advisory Board, was among the consultants included in the list of Top 100 Influencers recently announced by the publication Family Capital.
Does Your Firm Really Offer Integrated Family Wealth Services?
What is the value of “integration” in a family office, why does it matter, and how do we know if it has been achieved? This topic is discussed by two experts in the family offices industry and the business of serving UHNW individuals.
Bridging the Gap: How a Family Documentary Educates Rising Generations
Family stories matter. In fact, they are one of the most powerful learning tools for children and future generations. Using video is a great way to capture a family’s history and can create tangible and visual memories for generations to come. Bridging the Gap intimately explains how and why this can be done and gives step-by-step instructions on how to get started.
These are the 21 advisors, accountants, and lawyers to know if you’re thinking about starting your own family office
Congratulations to our UHNW Institute leaders Steve Prostano, Bill Woodson, Barbara Hauser, Tom Handler, Thom Melcher and Natasha Pearl for their recognition by Business Insider as one of the top 21 professionals to know when starting a family office.
Highlights from the Inaugural UHNW Institute Conference
Some of the most pressing issues that face family offices, their members, and the advisors working with them, were put under the microscope in a two-day conference held by the UHNW Institute last week. This is a summary of the main discussions, with video clips alongside.
