NEWS & INSIGHTS
Practice Management: Human Capital Building Block – The Way Forward and the Talent Challenge
Welcome to The UHNW Institute’s ‘The Clinic’, a new five-part series aligning with thought leadership and lessons learned from our bi-monthly Practice Management Clinics. The virtual Clinics enable
Virtual Roundtable Discusssion: The Language of Wealth
The UHNW Institute’s March Roundtable on The Language of Wealth has been rescheduled from March 7th to March 28th from 4pm – 5:30pm ET. In sync with
The UHNW Institute’s Leading Edge Innovation Sessions
The UHNW Institute’s Leading Edge Innovation Sessions are Institute leadership sessions where thought leaders with diverse perspectives collaborate to explore ideas, solutions and strategies on important industry
Welcome New Domain Chair and Two New Faculty Members
We are excited to welcome Anna E. Nichols, Arne Boudewyn and Nancy Amick! The UHNW Institute is pleased to announce that Anna Nichols of Altair Advisers has agreed to
Understanding Your Clients: Viewing DEI from the Lens of Inclusion First
Join moderator Tim Volk and several members of our Diversity, Equity and Inclusion (DEI) committee in conversation with special guests, Mitchell Spearman and Sheila Lawrence. In the realm of DEI, the “I” is
New Article by UHNW Institute Leadership: Tips on Choosing a Family Office Consultant
The lines between family enterprise and family wealth can be unclear in the complex field of family consulting. This challenge poses difficulties in selecting the
WELCOME TO THE INSTITUTE: THREE NEW FACULTY MEMBERS
Please join us in welcoming three new faculty members to The UHNW Institute: Bryn Mars Monahan, Meredith Thomas Straight and Cindy L. Steeb. Drawing from a wealth of
Botoff Consulting: 2024 Compensation and Talent Planning Report
Now Available: The 2024 Compensation and Talent Planning Report The 2024 Compensation and Talent Planning Report by Botoff Consulting is now available! In the report,
The UHNW Institute’s February Monthly Theme – Inclusion
The UHNW Institute’s February Monthly Theme: Inclusion – Supporting Your Client Every month, The UHNW Institute identifies a new theme to highlight, steering our content
Replay: The UHNW Masterclass on Collaboration
Aligning with January’s Collaboration: Strategic Planning theme, our latest UHNW Institute Masterclass was all about collaboration. This virtual course offered engaging, hands-on learning led