Family Wealth Report’s Family Office Fintech and Investment Forum – April 23-24, 2025
Family Wealth Report’s Family Office Fintech and Investment Forum – April 23-24, 2025 The Family Wealth Report Family Office Investment Forum will take place on Wednesday, April 23, 2025, bringing together industry leaders to examine investment strategies, market trends, and asset allocation insights tailored for single and multi-family offices. Register here. On Thursday, April 24, […]
Webinar Replay: Successful Components of Hiring
Webinar Replay: Successful Components of Hiring Hiring for a family office requires a unique approach. Traditional corporate hiring practices don’t always translate to the intimate and highly specialized environment of private wealth management. In this pre-recorded webinar, Russ Haworth sits down with Teresa Leigh, founder and CEO of Teresa Leigh Home + Family Office, to […]
Featured Advisory Board Member: TERESA LEIGH
Featured Advisory Board Member: Teresa Leigh Featured member Teresa Leigh, founder of Teresa Leigh Home + Family Office, specializes in household risk management. She is featured in an upcoming webinar on Successful Hiring Practices and dives deep into that topic and more with UHNW Institute Podcast host Russ Haworth. Leigh shares her insight on the […]
The UHNWI Institute JANUARY 2025 MONTHLY THEME – Strategic Planning for the New Year: Getting Your House in Order
The UHNWI Institute JANUARY 2025 MONTHLY THEME – Strategic Planning for the New Year: Getting Your House in Order Happy New Year! During the recent UHNW Institute Symposium, many of you were introduced to the Institute’s new Wealthesaurus, an online glossary of terms related to the UHNW space meant to serve as a new […]
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 […]
