NEWS & INSIGHTS

Meet the Experts: Arden O’Connor, Health and Wellness

Dennis Jaffe, PhD interviews Arden O’Connor, the domain champion overseeing Health and Wellness, on issues around physical health and mental well-being. They focused on how behavioral health issues, such as mental illness and substance abuse, impact wealthy families and what strategies can be used to facilitate positive, long-term outcomes.

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Editor’s Corner: A Leap Forward

Bob Casey, Editor in Chief, shares insights on the exciting announcement that Columbia University’s School of Professional Studies will begin offering its new Master’s in Wealth Management program this year.

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The 10 Domains of Family Wealth Supplement

In this white paper, the Institute provides a detailed look at the 10 Domains of Family Wealth framework. It includes a conceptual graphic of the domains and detailed lists of the knowledge base and skills needed to provide excellent client advice within each domain. The paper also offers a case study (the Medford Family) demonstrating the role of each domain in the lives and journey of an UHNW family.

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Editor’s Corner: A Defining Moment

New: The Editor’s Corner column will start appearing regularly here on the Institute web site. It will feature background and commentary about Institute activities and members, as well as interviews with thought leaders. Your feedback is welcome.

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UHNW Institute Maps Family Wealth Territory

The UHNW Institute has been working on a methodology spelling out what advisors should know in order to work more effectively with ultra-wealthy families, taking the level of expertise and area of competence to a new level.

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Demystifying Risk Management For Family Offices

With 20% of family offices having been a target of a cyberattack, security and privacy are more important than ever. Author, family office subject matter expert and The Institutes’ Director of Associate Membership, Edward V. Marshall, demystifies risk management for family offices, outlining best practices and offering tips to avoid common pitfalls.

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COVID-19 AND DOMESTIC STAFF

Busy households and properties can be difficult to manage without a national crisis, but the easy transfer of infection with Covid-19 combined with the need for daily service staff can be highly emotional and exhausting for many homeowners.

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