NEWS & INSIGHTS
Quarterly Newsletter: Volume 1, January 2023
In the inaugural issue of the Quarterly Newsletter, you will find a Letter from the Chairman of the Board, Steve Prostano, information about the Online
Webinar Replay: How Economic Challenges Shape Advisor-Family Dynamics
Between a world of high inflation, rising interest rates and market volatility, families across the country are facing a wide range of difficulties – even
Key Insights from Dentons Family Office Direct Investing Survey Report
Key Insights from Dentons Family Office Direct Investing Survey Report We are pleased to share that Dentons, the world’s largest law firm, has published its
Institute Spotlight: Stacy Allred
Institute Spotlight: Stacy Allred As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members from
Virtual Roundtable Discussion – The Family Business in Transition: Rethink, Rebalance, Reinvent
Virtual Roundtable Discussion – The Family Business in Transition: Rethink, Rebalance, Reinvent Thursday, January 19, 2023, from 5– 6:30 p.m. ET Passing the reins of
Roundtable Replay: Is There a Remedy for Truth Decay? Understanding the Global, Multigenerational Communication Breakdown
Roundtable Replay: Is There a Remedy for Truth Decay? Understanding the Global, Multigenerational Communication Breakdown Fake Twitter accounts, weaponized content, manipulated videos and new sources
Jamie McLaughlin on The Capital Club Podcast: The Changing Landscape of Global Wealth
Jamie McLaughlin on The Capital Club Podcast: The Changing Landscape of Global Wealth We are pleased to share that Jamie McLaughlin, CEO of J.H. McLaughlin
New in 2023: The UHNW Institute’s Practice Management Clinics
The UHNW Institute’s Practice Management Clinics Through research, surveys and member feedback, The UHNW Institute has found that many corporate members have placed a high
Steve Prostano and Jamie McLaughlin in Family Wealth Report: Is the MFO Market Worth the Effort?
Steve Prostano and Jamie McLaughlin in Family Wealth Report: Is the MFO Market Worth the Effort? The multi-family office market is asset-rich and fast-growing. However,
Virtual Roundtable Discussion – Is There a Remedy for Truth Decay? Understanding the Global, Multigenerational Communication Breakdown
Virtual Roundtable Discussion – Is There a Remedy for Truth Decay? Understanding the Global, Multigenerational Communication Breakdown Thursday, December 8, 2022 from 5– 6:30 p.m.