News & Insights

The UHNW Institute Masterclass: Power Dynamics Wednesday, June 28 from 5 – 6:30 p.m. ET As part of The UHNW Institute Masterclass series, the Institute is

Resources to Help You Understand the LGBTQ+ Landscape The UHNW Institute is a non-profit, non-partisan, 501(c)(3) educational organization. As part of its commitment and values,

Welcome to The Institute: Three New Faculty Members Please join us in welcoming three new faculty members to The UHNW Institute: Bryan Kirk, Michael Sluder

Virtual Roundtable Discussion – Guiding from the Grave: Using Letters of Wishes to Communicate Client Intent Thursday, July 20, 2023, from 4– 5:30 p.m. ET

The UHNW Institute’s June Theme: The Evolving Client Each month, The UHNW Institute identifies a specific industry theme to emphasize. Much of the content and

Roundtable Replay: Handling Dementia and Incapacity in Wealth Advising As advances in healthcare have extended the average lifespan, the window for developing dementia has unfortunately

Key Insights from Alliant’s Family Enterprise Risk Index In our continued effort to provide advisors with valuable resources to better serve ultra-high-net-worth families, we are

Institute Spotlight: Jim Grubman As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members, the

Welcome to The Institute: Pamela Lucina from Northern Trust Please join us in welcoming Pam Lucina as the newest advisory board member at The UHNW

Welcome to The Institute: Seven New Faculty Members As The UHNW Institute continues to grow and evolve to help advisors meet the ever-changing needs of