‘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 […]
Providing Support for Families Managing Individuals With Substance Use Disorders
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 […]
Family Meetings: Institute Professionals Offer Advice on How to Get Things Right
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.
The UHNW Institute Winners: 2022 Family Wealth Report Awards
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 Paradigm for Advice– Moves Clients from Fear to Engagement
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 of Advisory Board Has New Book on Family Governance
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 Wants to Help Women Find Their Voices and Create Legacies
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 Named a Top Consultant In Family Business Field by Family Capital
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.
Does Your Firm Really Offer Integrated Family Wealth Services?
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.
