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New Featured Resource by UHNW Institute Leadership — Estate Planning for Modern Families
The fourth edition of The Tools and Techniques of Estate Planning for Modern Families has been released, providing updated guidance on the legal and tax issues specific to today’s family structures. Co-authored by Stephan R. Leimberg (CEO…
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The UHNW Institute’s April Theme: Family Dynamics
Each month, The UHNW Institute will identify a specific industry theme to emphasize. Much of…
Wealth of Wisdom Podcast Recap: Leading Successful Family Meetings
Lansberg Gersick Advisors’ (LGA) Dr. Katherine Grady and Dr. Wendy Ulaszek joined Tom McCullough, The…
Replay – The UHNW Institute Masterclass: The Art of Facilitation
On Thursday, March 16, The UHNW Institute held its inaugural Masterclass: The Art of…
Institute Spotlight: Tom McCullough
As part of the Institute’s mission to provide educational content and opportunities to engage with…
The UHNW Institute’s DEI Allyship Challenge
The UHNW Institute’s DEI Allyship Challenge Here at The UHNW Institute, we believe allyship is…
Upcoming Event – The Eighth Annual Family Office FinTech Summit by Family Wealth Report
September 13, 2023 in New York City We are pleased to announce that the window…