NEWS & INSIGHTS
The UHNW Institute’s Ten Domains of Family Wealth
The UHNW Institute’s Ten Domains of Family Wealth Here at The UHNW Institute, we firmly believe in the importance of educating and empowering the individuals
Listen Now: Joseph Reilly Launches Two Podcasts About Family Offices
Listen Now: Joseph Reilly Launches Two Podcasts About Family Offices We are pleased to announce that UHNW Institute Faculty member Joseph Reilly has utilized his
Tom McCullough Shares His Wealth of Wisdom in this New Book
Tom McCullough Shares His Wealth of Wisdom in this New Book We are pleased to announce that UHNW Institute member Tom McCullough has released a
Roundtable – Wealth and Wellness: What Ultra High Net Worth Families Should Know About Accessing High-Quality Healthcare
September 29, 2022 from 3 – 4:30 p.m. ET High-quality medical and psychiatric professionals have been almost impossible to access throughout the past two years
Roundtable Replay – The Current and Future State of the UHNW Client: Emerging Trends
The financial arena is constantly evolving, and ultra-high net worth individuals are evolving with it. As a result, the wealthy clients you have been
Leaders’ Council Event Replay – Disaster Philanthropy: Making an Impact in Times of Crisis
On February 24, 2022, Russia officially invaded Ukraine, marking the start of a humanitarian disaster of historic proportions. In just a few months, many
How to Win Cutthroat Competition For Talent
Family Wealth Report’s recent article, How to Win Cutthroat Competition for Talent, looks at what the recruitment market is like for North America’s wealth sector. It features several UHNW Institute members and highlights our Diversity Initiative headed by Carol Schleif.
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.
