Emerging Leaders Cohort and Mentorship Program
The UHNW Institute Emerging Leaders Cohort and Mentorship Program, in collaboration with our Institute Educational Partners, is pleased to announce a new 4-part learning cohort with a mentoring component for the emerging leaders within Institute member firms launching June 6th. The UHNW Institute aims to support youthful talent and fresh voices in the wealth […]
Steve Prostano’s interview in Crain Currency: Key Trends for single-family offices
In a recent interview with Crain Currency, Steve Prostano, founder and chairman of The UHNW Institute, shared meaningful insights into the world of single-family offices (SFOs). With over four decades in wealth management and consultancy, Prostano’s path to founding The Institute is a compelling story of his desire to transform the industry. At the […]
WELCOME TO THE INSTITUTE: LUKAS DWELLY FROM DONORSTRUST
Please join us in welcoming industry specialist Lukas Dwelly as the latest faculty member at The UHNW Institute! Lukas joined DonorsTrust after two decades of executive nonprofit experience and has led the fundraising efforts of several regional and national organizations as a team member and consultant, raising tens of millions of dollars. In addition to his impressive nonprofit […]
Practice Management: Human Capital Building Block – The Way Forward and the Talent Challenge
Welcome to The UHNW Institute’s ‘The Clinic’, a new five-part series aligning with thought leadership and lessons learned from our bi-monthly Practice Management Clinics. The virtual Clinics enable Institute members to explore the group’s priorities among the building blocks of practice management, building new skills and operationalizing best practices. This Institute initiative organizes the ‘Building Blocks’ of Practice […]
The UHNW Institute’s February Monthly Theme – Inclusion
The UHNW Institute’s February Monthly Theme: Inclusion – Supporting Your Client Every month, The UHNW Institute identifies a new theme to highlight, steering our content and programming. During February, we will explore the theme of Inclusion – Supporting Your Client and provide you with various resources to help you deepen your knowledge and understanding of […]
The UHNW Masterclass: Collaboration
The UHNW Masterclass: Collaboration Thursday, January 25, from 5 – 6:30 p.m. ET Aligning with January’s Collaboration: Strategic Planning theme, our next UHNW Institute Masterclass is all about collaboration. Join us for this skills-based, virtual course offering engaging, hands-on learning led by Natalie McVeigh, managing director at Eisner Advisory Group, LLC,with James Grubman, PhD, owner of Family Wealth Consulting. […]
Welcome to The Institute: Paul Edelman from Edelman & Associates
Welcome to The Institute: Paul Edelman from Edelman & Associates Please join us in welcoming the newest faculty member at The UHNW Institute: Paul Edelman, PhD, PCC, professional certified coach, educator, and facilitator at Edelman & Associates! With more than 25 years of experience helping family office and foundation leaders, family members and advisors be […]
The UHNW Institute’s January Monthly Theme – Collaboration: Strategic Planning
The UHNW Institute’s January Monthly Theme – Collaboration: Strategic Planning Happy New Year! Every month, The UHNW Institute identifies a new theme to highlight, steering our content and programming. For January, we’ll explore the theme of Collaboration: Strategic Planning, with an assortment of resources to help you deepen your knowledge and understanding of this compelling topic. With […]
‘Wealth 3.0’ and what’s next in advising: A chat with Jim Grubman
Jim Grubman, Board of Directors Member and Chair of the Content and Curriculum Committee at The UHNW Institute was recently interviewed by Canadian Family Offices on Wealth 3.0. Learn more about Jim’s background, key concepts within Wealth 3.0, and what’s next for the wealth advising industry, in the article below. ‘Wealth 3.0’ and what’s next […]
The UHNW Institute 2023 Collegium
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 […]
