NEWS & INSIGHTS
May Roundtable: The Outsized Impact of Family Goals in Improving Client Management and Investment Outcomes
With the Institute’s theme for May focused on Investments, our featured event will be The Outsized Impact of Family Goals in Improving Client Management and Investment Outcomes.
Emerging Leaders Cohort and Mentorship Program
The UHNW Institute Emerging Leaders Cohort and Mentorship Program, in collaboration with our Institute Educational Partners, is pleased to announce a new 4-part learning
Webinar Replay: The Corporate Transparency Act: Managing Significant Challenges Faced by Families, Family Offices and Advisors
Many small, privately owned businesses now need to file reports under the Corporate Transparency Act (the “Act”). This law requires them to submit details about their
Webinar Replay: The Language of Wealth
In sync with March’s Monthly Theme, The Language of Wealth, our recent roundtable examined the following: Does the wealth management industry need a new PR campaign?
WELCOME NEW DOMAIN CHAIRS, ADVISORY BOARD AND FACULTY MEMBER
The UHNW Institute is pleased to announce new domain chairs for 2 of our domains! Dr. Moira Somers will be shifting to the Family-Advisory
Steve Prostano’s interview in Crain Currency: Key Trends for single-family offices
In a recent interview with Crain Currency, Steve Prostano, founder and chairman of The UHNW Institute, shared meaningful insights into the world of single-family
New Book by UHNW Institute Leadership – The 10×10 Learning Roadmap: Advancing Flourishing in Families of Wealth
The UHNW Institute would like to highlight the release of the book, 10×10 Learning Roadmap: Advancing Flourishing in Families of Wealth, co-authored by Institute Advisory Board
The UHNW Institute Podcast
The UHNW Institute is pleased to announce the premiere of its newest content format dedicated to UHNW firms, advisors and the families they serve. Each
The UHNW Institute’s April Monthly Theme: Fintech
Each month, The UHNW Institute identifies a specific industry theme to emphasize. Much of the content and programming we highlight and produce will focus
The UHNW Institute Symposium
We invite you to explore The UHNW Institute Symposium page where you will find information and opportunities to contribute to the 2024 event. Additionally, for those unable
