NEWS & INSIGHTS
Key Insights from Botoff Consulting’s 2022 Estate and Household Staff Compensation Report
Key Insights from Botoff Consulting’s 2022 Estate and Household Staff Compensation Report In our continued effort to provide advisors with valuable insights to better serve
Disaster Philanthropy: How You Can Help
Disaster Philanthropy: How You Can Help As many know, Turkey and Syria were just hit by another earthquake following the quake two weeks ago that
Welcome to the Institute: Richard Orlando from Legacy Capitals
Welcome to the Institute: Richard Orlando from Legacy Capitals We are pleased to welcome Richard Orlando, Ph.D., as the newest faculty member of The UHNW
The UHNW Institute Leadership Featured in Trust & Estates Magazine: Wealth 3.0 in Practice
The UHNW Institute Leadership Featured in Trust & Estates Magazine: Wealth 3.0 in Practice Historically, wealth advising focused on only managing and preserving the family’s
Institute Spotlight: Kim Kamin
Institute Spotlight: Kim Kamin As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members from
Welcome to the Institute: Pat Soldano and John Marino from the Policy & Taxation Group
Welcome to the Institute: Pat Soldano and John Marino from the Policy & Taxation Group We are pleased to welcome Pat Soldano and John Marino from the Policy
Three Ways You Can Support Diversity, Equity and Inclusion
Three Ways You Can Support Diversity, Equity and Inclusion While the opportunity to create and sustain wealth has been limited for many people of color,
Roundtable Replay: The Family Business in Transition: Rethink, Rebalance, Reinvent
Roundtable Replay: The Family Business in Transition: Rethink, Rebalance, Reinvent Passing the reins of the family business is one of the most important challenges that
Institute Spotlight: Dennis Jaffe
Institute Spotlight: Dennis Jaffe As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members from
Reimagining Family Business Transitions: Rethinking, Rebalancing, Reinventing
Reimagining Family Business Transitions: Rethinking, Rebalancing, Reinventing Successfully passing the reins of the family business to the next leader or owner is one of the