NEWS & INSIGHTS
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
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
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.
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
Quarterly Newsletter: Volume 7, August 2024
In the third quarterly newsletter of the year, you will find a Letter from the Chairman of the Board, exciting new Educational Partners, our
Q3 Featured Advisory Board Member Q&A
Q&A with Kim Kamin As it pertains to UHNW client needs, what are the most significant trends you’re seeing now related to Estate Planning 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
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
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
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