News & Insights

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

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

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

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

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

Welcome: New Domain Chair and New Advisory Board Member The UHNW Institute is pleased to announce that Charlie Grace has stepped in as Domain Chair

New Podcast Episode: Leadership and Transition Planning In our latest episode of The UHNW Institute Podcast, host Russ Haworth interviews Amy Renkert-Thomas, chair of the Leadership and

Masterclass Replay: Conflict Transformation – Empowering Tools For Positive Change (Part 1)   On June 20th, we hosted an enlightening Masterclass aimed at equipping advisors