New Podcast Episode: Managing Risk for Ultra-High-Net-Worth Families with Linda Bourn

New Podcast Episode: Managing Risk for Ultra-High-Net-Worth Families with Linda Bourn In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Linda Bourn, National Director, Family Enterprise Risk Practice at Alliant Private Client and the Risk Management Domain Chair at the Institute, to discuss how ultra-high-net-worth families can address a wide range […]

December Webinar Replay: Serving the Whole Client: Holistic Advisory of Modern Families

December Webinar Replay: Serving the Whole Client: Holistic Advisory of Modern Families Our final webinar of 2024, Serving the Whole Client: A Conversation on Holistic Advisory of Modern Families, part of our Building Advisory Skills with Nontraditional Clients and their Families series, is now available for replay in the Resource Library. With $84.4 trillion expected to […]

Redefining Wealth Management: Highlights from the UHNW Institute Symposium

Redefining Wealth Management: Highlights from the UHNW Institute Symposium The latest Family Wealth Report article captures the discussions and takeaways shared at the 4th Annual UHNW Institute Symposium. Through real-world case studies, practical tools and expert perspectives, the Symposium emphasized how firms can meet the unique needs of UHNW families through Integrated Wealth Management (IWM). Key highlights […]

Curated Giving with the UHNW Institute’s Holiday Gift Guide

Curated Giving with the UHNW Institute’s Holiday Gift Guide The UHNW Institute is introducing its inaugural Holiday Gift Guide, featuring a curated selection of gift ideas inspired by the Ten Domains of Family Wealth. This guide emphasizes practicality, education and meaningful choices that reflect the values of ultra-high-net-worth families and their advisors relevant for clients and colleagues […]

The UHNWI Institute DECEMBER MONTHLY THEME – Family Dynamics

The UHNWI Institute DECEMBER MONTHLY THEME – Family Dynamics Happy Holidays, We are grateful to our board, faculty and membership for the collaboration that helped make the 4th Annual UHNW Symposium the best year yet. A combination of training — the product of our community’s unique thought leadership — shared learning and opportunities for connection […]

Collegium VII: Defining and Achieving Business Sustainability

Collegium VII: Defining and Achieving Business Sustainability UHNW Institute Collegium VII, held on October 8, at BMO offices in Chicago, brought together industry leaders to address the challenges of sustainable growth in wealth management. Hosted by Jamie McLaughlin the event featured thought-provoking discussions on improving firm structures, refining service models and supporting meaningful client relationships. The […]

Special New Podcast Episode: Collaboration and Integration in Healthcare

Special New Podcast Episode: Collaboration and Integration in Healthcare As a follow-up to the sneak-peak debuted at the Symposium, this episode of The UHNW Institute Podcast features the full conversation between Dr. Jim Grubman and Dr. Amirala Pasha as they discuss the differences between collaboration and integration in healthcare, focusing on executive health. They explore the […]

Groundbreaking Industry Glossary Featured in Family Wealth Report

Groundbreaking Industry Glossary Featured in Family Wealth Report The UHNW Institute’s Wealthesaurus™ was unveiled at our Symposium in New York and featured prominently in a Family Wealth Report article. This first-of-its-kind glossary defines over 70 terms in family wealth advising, providing clarity and consistency for advisors and clients. The Wealthesaurus™ is still in development and is currently available only […]

Practical Guidance for Attorneys in the Wealth 3.0 Paradigm

Practical Guidance for Attorneys in the Wealth 3.0 Paradigm This newly available article from UHNW Institute members Kim Kamin (Domain Chair, Estate Planning & Legal Issues Domain) and Jim Grubman (Chair of the Content and Curriculum Committee) offers practical advice for attorneys adopting a Wealth 3.0 approach to serving families with significant wealth. Titled How to […]

Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry