The UHNW Institute September Theme: Family Enterprise
The UHNW Institute September Theme: Family Enterprise Happy Fall Y’all, Summer is winding down, kids are heading back to school, the cooler temperatures are here and the most obvious sign of autumn’s arrival? Pumpkin and apple have been added to the menu at Starbucks. We’re gearing up for a very busy fall at The Institute, […]
The UHNW Institute 2024 Summer Reading List
The UHNW Institute 2024 Summer Reading List The UHNW Institute’s 2024 Summer Reading List is now available! Explore our selection of must-read books, engaging podcasts and thought-provoking articles chosen specifically for our Institute Community. Looking to add to your professional knowledge or enjoy some casual reading? This list has something for everyone. Explore the full […]
Fresh Thought Leadership from the Philanthropy and Social Impact
Fresh Thought Leadership from the Philanthropy and Social Impact We would like to highlight pieces of recent thought leadership from faculty and members within the UHNW Institute Community. The Philanthropy and Social Impact Domain has been considering the implications of the call to action of Wealth 3.0 and how they intersect with philanthropy and social […]
New Podcast Episode: Governance and Decision Making
New Podcast Episode: Governance and Decision Making In this informative episode of The UHNW Institute Podcast, host Russ Haworth sits down with Dennis Jaffe, Senior Research Fellow at BanuanGlobal and Governance and Decision Making Domain Chair at The Institute. Dennis brings a wealth of knowledge from his extensive career in family therapy, organizational consulting and academia, […]
The UHNW Institute Welcomes Matter Family Office as Premier Educational Partner
The UHNW Institute Welcomes Matter Family Office as Premier Educational Partner We are thrilled to announce Matter Family Office as our first Premier Educational Partner. We are excited to collaborate with Matter Family Office and continue our commitment to providing comprehensive insights and resources to the UHNW community. As an independent, multi-family office, Matter Family […]
Welcome Kurt Miscinski to The UHNW Institute’s Advisory Board
Welcome Kurt Miscinski to The UHNW Institute’s Advisory Board We’re delighted to welcome Kurt Miscinski to The UHNW Institute’s advisory board. As partner, president and CEO of Cerity Partners, Kurt brings over 30 years of wealth management and leadership experience. Previously, he was a managing director at a major international bank, overseeing U.S. wealth management operations and […]
Virtual Roundtable Replay: Wealth 3.0 Lawyering – How to be an Integrated Attorney
Virtual Roundtable Replay: Wealth 3.0 Lawyering – How to be an Integrated Attorney On July 18th, we conducted a virtual roundtable focused on helping attorneys become integral members of advisory teams serving ultra-high-net-worth families. Moderator Jim Grubman and speakers Thomas Handler, Kim Kamin and Domingo Such guided this informative session, offering participants valuable strategies for […]
Get Ready for The UHNW Institute’s Summer Reading List
Get Ready for The UHNW Institute’s Summer Reading List! Ahead of the release of our annual Summer Reading List, learn what books Institute staff and leadership are currently enjoying across a diverse range a of genres including wealth management, fiction, leadership, and personal growth. Jim Grubman is reading Sempre Saputo by Lia Saputo in Lexington, MA. The […]
Introducing a New Member Benefit: Tamarind Learning
Introducing a New Member Benefit: Tamarind Learning We are pleased to introduce a new member benefit with our learning partner, Tamarind Learning. They offer courses on Stewardship, Trustee Basics, Tax, Finance, Investing Fundamentals and more, designed for affluent families and those who serve them. Email admin@uhnwinstitute.org for the code to schedule a complimentary education assessment with a Tamarind Learning […]
Webinar Replay: Building Advisory Skills with Nontraditional Clients and Their Families (Part 1)
Webinar Replay: Building Advisory Skills with Nontraditional Clients and Their Families (Part 1) On June 27th, The UHNW Institute hosted the first installment of our forward-thinking educational series focused on enhancing advisors’ skills in addressing LGBTQ+ and nonbinary family issues. The webinar— Building Advisory Skills with Nontraditional Clients and Their Families: How to Approach LGBTQ+ Issues […]
