News & Insights

Introducing The Institute’s New Domain Chairs: Betsy Erickson, Natalie McVeigh and Moira Somers We are pleased to welcome three new domain chairs to The UHNW

Institute Spotlight: Betsy Erickson As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members from

New Event Series: THE UHNW INSTITUTE MASTERCLASS The Masterclass Series is a quarterly learning opportunity by and for Institute members and peers.  Our new content

THE UHNW INSTITUTE MASTERCLASS: The Art of Facilitation Thursday, March 16, 2023, from 5– 6:30 p.m. ET Families of wealth, like all families, can face

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 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 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 Historically, wealth advising focused on only managing and preserving the family’s

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 We are pleased to welcome Pat Soldano and John Marino from the Policy