The UHNW Institute 2023 Collegium A biannual program designed to promote peer-to-peer idea sharing on thought-provoking practice management topics. Geared toward operating principals, the program’s format is facilitator-led, utilizing plenary and small-group breakout sessions. Thank you to our members for the overwhelming interest in our first in-person Collegium taking place on October 2 – 3 […]
Providing Support for Families Managing Individuals With Substance Use Disorders This week, August 28 – September 3, is Overdose Awareness Week. In honor of International Overdose Awareness Day on August 31, The UHNW Institute has compiled a few resources to inform our community about how to prevent overdose and provide support to firms for families managing individuals with […]
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.
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 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, 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 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, 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.
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.
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.